Captrust Financial Advisors Ishares Tr Ibonds Dec 2026 Ter Transaction History
Captrust Financial Advisors
- $46.7 Billion
- Q3 2025
A detailed history of Captrust Financial Advisors transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Captrust Financial Advisors holds 175,000 shares of IBTG stock, worth $4.01 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
175,000
Previous 174,584
0.24%
Holding current value
$4.01 Million
Previous $4 Million
0.32%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding IBTG
# of Institutions
312Shares Held
78.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio