Captrust Financial Advisors Ishares Tr Ibonds Dec 2025 Ter Transaction History

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024

A detailed history of Captrust Financial Advisors transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Captrust Financial Advisors holds 87,296 shares of IBMN stock, worth $2.33 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
87,296
Previous 89,615 2.59%
Holding current value
$2.33 Million
Previous $2.39 Million 2.76%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$26.55 - $26.67 $61,569 - $61,847
-2,319 Reduced 2.59%
87,296 $2.32 Million
Q3 2024

Nov 14, 2024
BUY
$26.42 - $26.67 $163,064 - $164,607
6,172 Added 7.4%
89,615 $2.39 Million
Q2 2024

Aug 14, 2024
BUY
$26.34 - $26.49 $409,428 - $411,760
15,544 Added 22.89%
83,443 $2.21 Million
Q1 2024

May 15, 2024
SELL
$26.4 - $26.55 $208,929 - $210,116
-7,914 Reduced 10.44%
67,899 $1.8 Million
Q4 2023

Feb 14, 2024
BUY
$26.02 - $26.55 $206,546 - $210,753
7,938 Added 11.7%
75,813 $2.01 Million
Q3 2023

Nov 14, 2023
BUY
$26.08 - $26.38 $130 - $131
5 Added 0.01%
67,875 $1.77 Million
Q2 2023

Aug 14, 2023
SELL
$26.14 - $26.64 $2.36 Million - $2.41 Million
-90,290 Reduced 57.09%
67,870 $1.79 Million
Q1 2023

May 15, 2023
BUY
$26.16 - $26.7 $2.34 Million - $2.39 Million
89,478 Added 130.28%
158,160 $4.21 Million
Q4 2022

Feb 15, 2023
BUY
$25.83 - $26.5 $1.77 Million - $1.82 Million
68,682 New
68,682 $1.81 Million
Q2 2022

Aug 23, 2022
SELL
$26.16 - $26.71 $19,149 - $19,551
-732 Reduced 20.44%
2,849 $76,000
Q2 2022

Aug 16, 2022
SELL
$26.16 - $26.71 $95,143 - $97,144
-3,637 Reduced 50.39%
3,581 $95,000
Q1 2022

May 16, 2022
SELL
$26.58 - $27.86 $15,097 - $15,824
-568 Reduced 7.3%
7,218 $192,000
Q4 2021

Feb 14, 2022
BUY
$27.84 - $27.95 $7,461 - $7,490
268 Added 3.56%
7,786 $217,000
Q3 2021

Nov 16, 2021
SELL
$27.95 - $28.15 $153,501 - $154,599
-5,492 Reduced 42.21%
7,518 $210,000
Q2 2021

Aug 16, 2021
SELL
$27.92 - $28.12 $112,601 - $113,407
-4,033 Reduced 23.66%
13,010 $364,000
Q1 2021

May 17, 2021
BUY
$27.83 - $28.23 $94,677 - $96,038
3,402 Added 24.94%
17,043 $476,000
Q4 2020

Feb 16, 2021
BUY
$27.99 - $28.2 $34,119 - $34,375
1,219 Added 9.81%
13,641 $384,000
Q3 2020

Nov 17, 2020
BUY
$27.86 - $28.21 $19,167 - $19,408
688 Added 5.86%
12,422 $349,000
Q2 2020

Aug 14, 2020
BUY
$26.53 - $27.98 $130,448 - $137,577
4,917 Added 72.13%
11,734 $327,000
Q1 2020

May 15, 2020
BUY
$24.5 - $27.96 $167,016 - $190,603
6,817 New
6,817 $181,000

Others Institutions Holding IBMN

# of Institutions
179
Shares Held
18.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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