Back to CAPTRUST FINANCIAL ADVISORS CAPTRUST FINANCIAL ADVISORS

IBTDIBTD
6 quarters

Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in iShares iBonds Dec 2023 Term Tr

CAPTRUST FINANCIAL ADVISORS previously held 0 shares of IBTD (iShares iBonds Dec 2023 Term Tr), worth $0 as of 2023-Q4.

Final Value

$0

Final Shares

0

Total Value Change

-$1.7M

Total Shares Change

-69,155

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2023-Q4
Latest
Exited
0
-100.0%
$00.0%$24.67
0
2023-Q3
Increased
18.4M
+6.4%
$456.7M1.7%$24.50
53
2023-Q2
Increased
17.3M
+16.2%
$428.9M1.7%$24.18
57
2023-Q1
Increased
14.9M
+19.9%
$369.2M1.6%$23.93
58
2022-Q4
Increased
12.4M
+178x
$306.5M1.5%$23.67
79
2022-Q3
New
69,155
-
$1.7M0.0%$23.50
36

Other major holders of IBTD: Rockefeller Capital Management L.P., WELLS FARGO & COMPANY/MN

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used