A detailed history of Fin Trust Capital Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 26,102 shares of IBDT stock, worth $648,895. This represents 0.12% of its overall portfolio holdings.

Number of Shares
26,102
Previous 26,219 0.45%
Holding current value
$648,895
Previous $649,000 2.62%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 11, 2024

SELL
$24.62 - $25.59 $2,880 - $2,994
-117 Reduced 0.45%
26,102 $666,000
Q2 2024

Jul 24, 2024

BUY
$24.4 - $24.86 $82,057 - $83,604
3,363 Added 14.71%
26,219 $649,000
Q1 2024

May 02, 2024

SELL
$24.69 - $25.14 $73,995 - $75,344
-2,997 Reduced 11.59%
22,856 $569,000
Q4 2023

Feb 13, 2024

BUY
$23.63 - $25.1 $4,371 - $4,643
185 Added 0.72%
25,853 $648,000
Q3 2023

Oct 24, 2023

BUY
$23.94 - $24.67 $293,648 - $302,602
12,266 Added 91.52%
25,668 $616,000
Q4 2022

Feb 14, 2023

BUY
$23.29 - $24.79 $70,242 - $74,766
3,016 Added 29.04%
13,402 $325,000
Q3 2022

Oct 20, 2022

BUY
$23.63 - $25.66 $123,986 - $134,638
5,247 Added 102.1%
10,386 $246,000
Q2 2022

Jul 26, 2022

BUY
$24.36 - $26.23 $8,282 - $8,918
340 Added 7.08%
5,139 $130,000
Q3 2020

Nov 10, 2020

SELL
$28.88 - $29.59 $82,943 - $84,982
-2,872 Reduced 37.44%
4,799 $140,000
Q2 2020

Sep 11, 2020

BUY
$25.83 - $28.92 $198,141 - $221,845
7,671 New
7,671 $221,000
Q2 2020

Aug 14, 2020

SELL
$25.83 - $28.92 $69,069 - $77,332
-2,674 Closed
0 $0
Q1 2020

May 15, 2020

BUY
$23.76 - $28.9 $4,609 - $5,606
194 Added 7.82%
2,674 $70,000
Q4 2019

Jan 23, 2020

BUY
$27.41 - $27.95 $1,096 - $1,118
40 Added 1.64%
2,480 $69,000
Q2 2019

Aug 01, 2019

BUY
N/A
2,440 New
2,440 $66,000

Others Institutions Holding IBDT

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
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.