Captrust Financial Advisors Ishares Tr Ibonds Dec 2029 Tre Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Captrust Financial Advisors holds 71,320 shares of IBTJ stock, worth $1.55 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
71,320
Previous 49,490 44.11%
Holding current value
$1.55 Million
Previous $1.06 Million 47.11%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$21.16 - $21.77 $461,922 - $475,239
21,830 Added 44.11%
71,320 $1.55 Million
Q4 2024

Feb 14, 2025
BUY
$21.25 - $22.07 $705,797 - $733,032
33,214 Added 204.07%
49,490 $1.06 Million
Q3 2024

Nov 14, 2024
BUY
$21.22 - $22.22 $345,376 - $361,652
16,276 New
16,276 $359,000

Others Institutions Holding IBTJ

# of Institutions
170
Shares Held
24.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
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