Captrust Financial Advisors Ishares Tr Ibonds Dec 2026 Ter Transaction History
Captrust Financial Advisors
- $38.8 Billion
- Q1 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 166,177 shares of IBTG stock, worth $3.8 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
166,177
Previous 144,431
15.06%
Holding current value
$3.8 Million
Previous $3.29 Million
15.73%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding IBTG
# of Institutions
279Shares Held
65.5MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Kovitz Investment Group Partners, LLC4.58MShares$105 Million0.58% of portfolio
-
Morgan Stanley New York, NY3.94MShares$90.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$74.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$63.1 Million0.01% of portfolio