Captrust Financial Advisors Ishares Tr Ibonds Dec 2025 Ter Transaction History

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024

A detailed history of Captrust Financial Advisors transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Captrust Financial Advisors holds 2,533,742 shares of IBTF stock, worth $59 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,533,742
Previous 15,395,378 83.54%
Holding current value
$59 Million
Previous $357 Million 83.4%
% of portfolio
0.18%
Previous 1.16%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$23.13 - $23.43 $297 Million - $301 Million
-12,861,636 Reduced 83.54%
2,533,742 $59.3 Million
Q2 2024

Aug 14, 2024
BUY
$23.1 - $23.22 $35.2 Million - $35.4 Million
1,524,719 Added 10.99%
15,395,378 $357 Million
Q1 2024

May 15, 2024
BUY
$23.16 - $23.36 $29.7 Million - $29.9 Million
1,281,959 Added 10.18%
13,870,659 $322 Million
Q4 2023

Feb 14, 2024
SELL
$22.97 - $23.28 $138 Million - $140 Million
-6,022,483 Reduced 32.36%
12,588,700 $293 Million
Q3 2023

Nov 14, 2023
BUY
$23.01 - $23.2 $23.9 Million - $24.1 Million
1,039,505 Added 5.92%
18,611,183 $430 Million
Q2 2023

Aug 14, 2023
BUY
$23.13 - $23.6 $44 Million - $44.9 Million
1,901,229 Added 12.13%
17,571,678 $406 Million
Q1 2023

May 15, 2023
BUY
$22.99 - $23.65 $63.6 Million - $65.4 Million
2,766,923 Added 21.44%
15,670,449 $369 Million
Q4 2022

Feb 15, 2023
BUY
$23.05 - $23.48 $297 Million - $303 Million
12,903,526 New
12,903,526 $300 Million

Others Institutions Holding IBTF

# of Institutions
280
Shares Held
69.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

IBTF Quotes by TradingView
  • Ticker IBTF
  • Sector ETFs
  • Industry ETFs
More about IBTF
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email