Captrust Financial Advisors Ishares Tr Ibonds Dec 2029 Tre Transaction History
Captrust Financial Advisors
- $46.7 Billion
- Q3 2025
A detailed history of Captrust Financial Advisors transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Captrust Financial Advisors holds 94,729 shares of IBTJ stock, worth $2.08 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
94,729
Previous 94,055
0.72%
Holding current value
$2.08 Million
Previous $2.06 Million
0.92%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding IBTJ
# of Institutions
189Shares Held
30.9MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Brookstone Capital Management1.73MShares$37.9 Million0.51% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Hengehold Capital Management LLC1MShares$21.9 Million1.99% of portfolio