Captrust Financial Advisors Ishares Tr Ibonds Dec 2030 Ter Transaction History
Captrust Financial Advisors
- $43.1 Billion
- Q2 2025
A detailed history of Captrust Financial Advisors transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Captrust Financial Advisors holds 30,499 shares of IBTK stock, worth $609,980. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30,499
Previous 25,392
20.11%
Holding current value
$609,980
Previous $499,000
21.24%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IBTK
# of Institutions
142Shares Held
19.9MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.69MShares$53.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$27.6 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.15MShares$23 Million0.01% of portfolio
-
Titleist Asset Management, LLC San Antonio, TX1.03MShares$20.6 Million2.03% of portfolio
-
Farmer Steven Patrick850KShares$17 Million0.28% of portfolio