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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025
BUY
$21.68 - $22.04 $14,612 - $14,854
674 Added 0.72%
94,729 $2.08 Million
Q2 2025

Aug 14, 2025
BUY
$21.57 - $21.99 $490,393 - $499,942
22,735 Added 31.88%
94,055 $2.06 Million
Q1 2025

May 14, 2025
BUY
$21.16 - $21.77 $461,922 - $475,239
21,830 Added 44.11%
71,320 $1.55 Million
Q4 2024

Feb 14, 2025
BUY
$21.25 - $22.07 $705,797 - $733,032
33,214 Added 204.07%
49,490 $1.06 Million
Q3 2024

Nov 14, 2024
BUY
$21.22 - $22.22 $345,376 - $361,652
16,276 New
16,276 $359,000

Others Institutions Holding IBTJ

# of Institutions
185
Shares Held
28.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email