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 1,851,301 shares of IBTF stock, worth $43.2 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,851,301
Previous 2,533,742
26.93%
Holding current value
$43.2 Million
Previous $59.3 Million
27.25%
% of portfolio
0.13%
Previous 0.18%
Shares
9 transactions
Others Institutions Holding IBTF
# of Institutions
311Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$198 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.7 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.2 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.4 Million1.36% of portfolio