A detailed history of Fin Trust Capital Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 235,860 shares of IBDR stock, worth $5.6 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
235,860
Previous 233,626 0.96%
Holding current value
$5.6 Million
Previous $5.56 Million 0.66%
% of portfolio
0.97%
Previous 1.06%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$23.75 - $23.75 $53,057 - $53,057
2,234 Added 0.96%
235,860 $5.6 Million
Q2 2024

Jul 24, 2024

BUY
$23.65 - $23.82 $126,409 - $127,317
5,345 Added 2.34%
233,626 $5.56 Million
Q1 2024

May 02, 2024

SELL
$23.76 - $23.98 $50,798 - $51,269
-2,138 Reduced 0.93%
228,281 $5.44 Million
Q4 2023

Feb 13, 2024

SELL
$23.15 - $23.9 $124,384 - $128,414
-5,373 Reduced 2.28%
230,419 $5.51 Million
Q3 2023

Oct 24, 2023

BUY
$23.28 - $23.6 $662,153 - $671,254
28,443 Added 13.72%
235,792 $5.5 Million
Q4 2022

Feb 14, 2023

BUY
$22.9 - $23.61 $306,882 - $316,397
13,401 Added 6.91%
207,349 $4.84 Million
Q3 2022

Oct 20, 2022

BUY
$23.21 - $24.34 $361,495 - $379,095
15,575 Added 8.73%
193,948 $4.44 Million
Q2 2022

Jul 26, 2022

BUY
$23.33 - $24.57 $1 Million - $1.06 Million
42,987 Added 31.75%
178,373 $4.3 Million
Q1 2022

May 03, 2022

BUY
$24.49 - $26.0 $96,539 - $102,492
3,942 Added 3.0%
135,386 $3.34 Million
Q4 2021

Feb 14, 2022

BUY
$25.98 - $26.52 $91,033 - $92,926
3,504 Added 2.74%
131,444 $3.43 Million
Q3 2021

Nov 16, 2021

BUY
$26.47 - $26.76 $715,722 - $723,563
27,039 Added 26.8%
127,940 $3.39 Million
Q2 2021

Aug 16, 2021

BUY
$26.28 - $26.69 $390,888 - $396,987
14,874 Added 17.29%
100,901 $2.69 Million
Q1 2021

May 17, 2021

BUY
$26.27 - $27.07 $754,185 - $777,152
28,709 Added 50.09%
86,027 $2.27 Million
Q4 2020

Feb 16, 2021

BUY
$26.72 - $27.1 $44,702 - $45,338
1,673 Added 3.01%
57,318 $1.55 Million
Q3 2020

Nov 10, 2020

BUY
$26.64 - $27.04 $468,331 - $475,363
17,580 Added 46.18%
55,645 $1.49 Million
Q2 2020

Sep 11, 2020

BUY
$24.19 - $26.75 $920,792 - $1.02 Million
38,065 New
38,065 $1.02 Million
Q2 2020

Aug 14, 2020

SELL
$24.19 - $26.75 $554,773 - $613,484
-22,934 Closed
0 $0
Q1 2020

May 15, 2020

BUY
$22.21 - $26.46 $118,068 - $140,661
5,316 Added 30.17%
22,934 $563,000
Q4 2019

Jan 23, 2020

BUY
$25.21 - $25.58 $24,453 - $24,812
970 Added 5.83%
17,618 $450,000
Q3 2019

Oct 29, 2019

BUY
$24.85 - $25.68 $328,666 - $339,643
13,226 Added 386.5%
16,648 $424,000
Q2 2019

Aug 01, 2019

BUY
$24.06 - $25.06 $63,807 - $66,459
2,652 Added 344.42%
3,422 $86,000
Q4 2018

Feb 11, 2019

BUY
$22.85 - $23.25 $17,594 - $17,902
770 New
770 $18,000

Others Institutions Holding IBDR

About ISHARES TR IBONDS DEC 2026 TER


  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
Track This Portfolio

Track Fin Trust Capital Advisors, LLC Portfolio

Follow Fin Trust Capital Advisors, LLC 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 Fin Trust Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fin Trust Capital Advisors, LLC with notifications on news.