Captrust Financial Advisors Ishares Tr Ibonds Dec 2029 Ter Transaction History

Captrust Financial Advisors

$34.2 Billion
Q4 2024

A detailed history of Captrust Financial Advisors transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Captrust Financial Advisors holds 355,527 shares of IBDU stock, worth $8.21 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

355,527

Previous 49,451 618.95%

Holding current value

$8.21 Million

Previous $1.16 Million 597.59%

% of portfolio

0.02%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$22.71 - $23.47 $6.95 Million - $7.18 Million	306,076 Added 618.95%	355,527 $8.11 Million
Q3 2024 Nov 14, 2024	BUY	$22.51 - $23.57 $181,273 - $189,809	8,053 Added 19.45%	49,451 $1.16 Million
Q2 2024 Aug 14, 2024	BUY	$22.29 - $22.77 $2,964 - $3,028	133 Added 0.32%	41,398 $938,000
Q1 2024 May 15, 2024	SELL	$22.61 - $23.1 $20,145 - $20,582	-891 Reduced 2.11%	41,265 $941,000
Q4 2023 Feb 14, 2024	BUY	$21.44 - $23.11 $212,277 - $228,812	9,901 Added 30.7%	42,156 $972,000
Q3 2023 Nov 14, 2023	SELL	$21.83 - $22.62 $7,247 - $7,509	-332 Reduced 1.02%	32,255 $706,000
Q2 2023 Aug 14, 2023	BUY	$22.32 - $23.04 $7,566 - $7,810	339 Added 1.05%	32,587 $731,000
Q1 2023 May 15, 2023	BUY	$21.99 - $23.12 $5,959 - $6,265	271 Added 0.85%	32,248 $737,000
Q4 2022 Feb 15, 2023	SELL	$21.21 - $22.74 $131,417 - $140,897	-6,196 Reduced 16.23%	31,977 $708,000
Q3 2022 Nov 16, 2022	SELL	$21.55 - $23.64 $7,542 - $8,274	-350 Reduced 0.91%	38,173 $832,000
Q2 2022 Aug 16, 2022	BUY	$22.39 - $24.47 $369,121 - $403,412	16,486 Added 74.81%	38,523 $880,000
Q1 2022 May 16, 2022	BUY	$24.25 - $26.14 $46,463 - $50,084	1,916 Added 9.52%	22,037 $540,000
Q4 2021 Feb 14, 2022	SELL	$26.12 - $26.7 $27,870 - $28,488	-1,067 Reduced 5.04%	20,121 $530,000
Q3 2021 Nov 16, 2021	BUY	$26.61 - $27.16 $514,930 - $525,573	19,351 Added 1053.4%	21,188 $564,000
Q3 2020 Nov 17, 2020	BUY	$26.78 - $27.52 $49,194 - $50,554	1,837 New	1,837 $50,000

Others Institutions Holding IBDU

# of Institutions

269

Shares Held

80.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
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Captrust Financial Advisors Ishares Tr Ibonds Dec 2029 Ter Transaction History