Captrust Financial Advisors Ishares Tr Ibonds December 202 Transaction History

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024

A detailed history of Captrust Financial Advisors transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Captrust Financial Advisors holds 24,857 shares of IBMO stock, worth $635,593. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24,857
Previous 27,805 10.6%
Holding current value
$635,593
Previous $713,000 11.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 14, 2025
SELL
$25.4 - $25.62 $74,879 - $75,527
-2,948 Reduced 10.6%
24,857 $632,000
Q3 2024

Nov 14, 2024
BUY
$25.26 - $25.66 $240,550 - $244,360
9,523 Added 52.09%
27,805 $713,000
Q2 2024

Aug 14, 2024
BUY
$25.16 - $25.33 $63,352 - $63,780
2,518 Added 15.97%
18,282 $462,000
Q1 2024

May 15, 2024
SELL
$25.35 - $25.52 $59,978 - $60,380
-2,366 Reduced 13.05%
15,764 $399,000
Q4 2023

Feb 14, 2024
BUY
$24.71 - $25.52 $165,557 - $170,984
6,700 Added 58.62%
18,130 $462,000
Q2 2023

Aug 14, 2023
SELL
$24.96 - $25.63 $52,515 - $53,925
-2,104 Reduced 15.55%
11,430 $287,000
Q1 2023

May 15, 2023
BUY
$24.99 - $25.64 $1,824 - $1,871
73 Added 0.54%
13,534 $345,000
Q4 2022

Feb 15, 2023
BUY
$24.52 - $25.33 $330,063 - $340,967
13,461 New
13,461 $339,000
Q2 2022

Aug 23, 2022
SELL
$24.88 - $25.49 $19,157 - $19,627
-770 Reduced 20.53%
2,980 $76,000
Q2 2022

Aug 16, 2022
SELL
$24.88 - $25.49 $184,659 - $189,186
-7,422 Reduced 66.43%
3,750 $95,000
Q1 2022

May 16, 2022
SELL
$25.42 - $26.86 $21,505 - $22,723
-846 Reduced 7.04%
11,172 $285,000
Q4 2021

Feb 14, 2022
BUY
$26.8 - $26.92 $7,343 - $7,376
274 Added 2.33%
12,018 $323,000
Q3 2021

Nov 16, 2021
SELL
$26.88 - $27.14 $32,847 - $33,165
-1,222 Reduced 9.42%
11,744 $316,000
Q2 2021

Aug 16, 2021
SELL
$26.77 - $27.05 $276,025 - $278,912
-10,311 Reduced 44.3%
12,966 $350,000
Q1 2021

May 17, 2021
BUY
$26.74 - $27.23 $98,002 - $99,797
3,665 Added 18.69%
23,277 $624,000
Q4 2020

Feb 16, 2021
BUY
$26.8 - $27.1 $43,416 - $43,902
1,620 Added 9.0%
19,612 $531,000
Q3 2020

Nov 17, 2020
BUY
$26.61 - $27.05 $63,970 - $65,028
2,404 Added 15.42%
17,992 $485,000
Q2 2020

Aug 14, 2020
BUY
$25.24 - $26.77 $19,636 - $20,827
778 Added 5.25%
15,588 $415,000
Q1 2020

May 15, 2020
BUY
$22.9 - $26.87 $339,149 - $397,944
14,810 New
14,810 $376,000

Others Institutions Holding IBMO

# of Institutions
192
Shares Held
19.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
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