A detailed history of Captrust Financial Advisors transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Captrust Financial Advisors holds 19,066 shares of IBTI stock, worth $415,829. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,066
Previous 25,911 26.42%
Holding current value
$415,829
Previous $565,000 24.07%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$21.7 - $22.6 $148,536 - $154,697
-6,845 Reduced 26.42%
19,066 $429,000
Q2 2024

Aug 14, 2024

BUY
$21.51 - $21.88 $344 - $350
16 Added 0.06%
25,911 $565,000
Q1 2024

May 15, 2024

BUY
$21.79 - $22.29 $169,373 - $173,260
7,773 Added 42.89%
25,895 $567,000
Q4 2023

Feb 14, 2024

BUY
$21.24 - $22.25 $384,911 - $403,214
18,122 New
18,122 $402,000

Others Institutions Holding IBTI

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBTI
  • Sector ETFs
  • Industry ETFs
More about IBTI
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