Captrust Financial Advisors Ishares 1 3 International Trea Transaction History

Captrust Financial Advisors

$34.2 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$38.52 - $42.09 $232,737 - $254,307	6,042 New	6,042 $252,000
Q2 2022 Aug 16, 2022	SELL	$39.5 - $46.3 $1,106 - $1,296	-28 Reduced 23.73%	90 $4,000
Q1 2022 May 16, 2022	SELL	$45.96 - $50.38 $34,148 - $37,432	-743 Reduced 86.3%	118 $5,000
Q4 2021 Feb 14, 2022	BUY	$49.98 - $51.87 $26,139 - $27,128	523 Added 154.73%	861 $43,000
Q3 2021 Nov 16, 2021	BUY	$51.17 - $53.44 $17,295 - $18,062	338 New	338 $17,000
Q3 2019 Nov 14, 2019	SELL	$50.11 - $51.68 $1,002 - $1,033	-20 Closed	0 $0
Q2 2018 Aug 13, 2018	SELL	$48.75 - $51.8 $36,562 - $38,850	-750 Reduced 97.4%	20 $1,000
Q1 2018 May 15, 2018	BUY	$49.66 - $52.07 $37,245 - $39,052	750 Added 3750.0%	770 $40,000
Q3 2017 Nov 13, 2017	BUY	$49.01 - $49.38 $490 - $493	10 Added 100.0%	20 $1,000
Q2 2017 Nov 13, 2017	BUY	N/A	10	10 $1,000

Others Institutions Holding IGOV

# of Institutions

99

Shares Held

6.06M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

807K
Shares

$33.3 Million
0.03% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

565K
Shares

$23.3 Million
1.27% of portfolio
Royal Bank Of Canada Toronto, A6

476K
Shares

$19.6 Million
0.0% of portfolio
Leuthold Group, LLC

398K
Shares

$16.4 Million
1.91% of portfolio
Inscription Capital, LLC Houston, TX

295K
Shares

$12.2 Million
1.87% of portfolio

About ISHARES 1-3 INTERNATIONAL TREA

Ticker IGOV
Sector ETFs
Industry ETFs

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