Captrust Financial Advisors Ishares Tr Ibonds Dec 2029 Tre Transaction History
Captrust Financial Advisors
- $43.1 Billion
- Q2 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 94,055 shares of IBTJ stock, worth $2.08 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
94,055
Previous 71,320
31.88%
Holding current value
$2.08 Million
Previous $1.55 Million
32.8%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding IBTJ
# of Institutions
173Shares Held
26.5MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.94MShares$42.8 Million5.58% of portfolio
-
Wells Fargo & Company San Francisco, CA1.5MShares$33.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.02MShares$22.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc971KShares$21.4 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.3 Million1.85% of portfolio