Captrust Financial Advisors Ishares Tr Ibonds Dec 2025 Ter Transaction History

Captrust Financial Advisors

$33 Billion
Q3 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 89,615 shares of IBMN stock, worth $2.38 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

89,615

Previous 83,443 7.4%

Holding current value

$2.38 Million

Previous $2.21 Million 8.1%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

167

Shares Held

17.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

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Captrust Financial Advisors Ishares Tr Ibonds Dec 2025 Ter Transaction History