Captrust Financial Advisors Ishares Tr Ibonds Dec 2027 Ter Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

A detailed history of Captrust Financial Advisors transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Captrust Financial Advisors holds 163,563 shares of IBTH stock, worth $3.67 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

163,563

Previous 160,866 1.68%

Holding current value

$3.67 Million

Previous $3.57 Million 2.69%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$22.11 - $22.43 $59,630 - $60,493	2,697 Added 1.68%	163,563 $3.67 Million
Q4 2024 Feb 14, 2025	BUY	$22.1 - $22.59 $1.89 Million - $1.94 Million	85,704 Added 114.03%	160,866 $3.57 Million
Q3 2024 Nov 14, 2024	SELL	$21.96 - $22.69 $46,708 - $48,261	-2,127 Reduced 2.75%	75,162 $1.7 Million
Q2 2024 Aug 14, 2024	SELL	$21.83 - $22.09 $68,262 - $69,075	-3,127 Reduced 3.89%	77,289 $1.71 Million
Q1 2024 May 15, 2024	BUY	$22.05 - $22.46 $1.35 Million - $1.38 Million	61,418 Added 323.29%	80,416 $1.78 Million
Q4 2023 Feb 14, 2024	BUY	$21.61 - $22.41 $410,546 - $425,745	18,998 New	18,998 $425,000

Others Institutions Holding IBTH

# of Institutions

253

Shares Held

53.8M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
Sector ETFs
Industry ETFs

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Captrust Financial Advisors Ishares Tr Ibonds Dec 2027 Ter Transaction History