Captrust Financial Advisors ISHARES LARGE CAP DEEP QUARTERLY LADDERED ETF Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Number of Shares
412,398
Previous 378,347 9.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025
BUY
N/A
34,051 Added 9.0%
412,398 $0
Q2 2025

Aug 14, 2025
BUY
N/A
47,416 Added 14.33%
378,347 $0
Q1 2025

May 14, 2025
BUY
N/A
54,570 Added 19.75%
330,931 $0
Q4 2024

Feb 14, 2025
BUY
N/A
32,394 Added 13.28%
276,361 $0
Q3 2024

Nov 14, 2024
BUY
N/A
73,616 Added 43.21%
243,967 $0
Q2 2024

Aug 14, 2024
BUY
N/A
81,855 Added 92.5%
170,351 $0
Q1 2024

May 15, 2024
BUY
N/A
88,496 New
88,496 $0
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