Captrust Financial Advisors Ishares Tr Ibonds Dec 2028 Ter Transaction History

Captrust Financial Advisors

$43.1 Billion
Q2 2025

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 51,720 shares of IBTI stock, worth $1.16 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

51,720

Previous 51,380 0.66%

Holding current value

$1.16 Million

Previous $1.14 Million 1.14%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$22.09 - $22.44 $7,510 - $7,629	340 Added 0.66%	51,720 $1.16 Million
Q1 2025 May 14, 2025	BUY	$21.77 - $22.25 $4,724 - $4,828	217 Added 0.42%	51,380 $1.14 Million
Q4 2024 Feb 14, 2025	BUY	$21.81 - $22.48 $700,035 - $721,540	32,097 Added 168.35%	51,163 $1.12 Million
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

# of Institutions

212

Shares Held

41.2M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
Sector ETFs
Industry ETFs

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Captrust Financial Advisors Ishares Tr Ibonds Dec 2028 Ter Transaction History