Question 1

How many shares of IBTF does CAPTRUST FINANCIAL ADVISORS own?

Accepted Answer

CAPTRUST FINANCIAL ADVISORS previously held 0 shares of IBTF (ISHARES TR) before exiting the position in 2025-Q4.

Question 2

What is CAPTRUST FINANCIAL ADVISORS's IBTF position worth?

Accepted Answer

CAPTRUST FINANCIAL ADVISORS's IBTF position was last reported at $0 in 2025-Q4 before the exit.

Question 3

Is CAPTRUST FINANCIAL ADVISORS buying or selling IBTF?

Accepted Answer

In 2025-Q4, CAPTRUST FINANCIAL ADVISORS exited their IBTF position entirely (-100.0% change in shares).

Question 4

When did CAPTRUST FINANCIAL ADVISORS first buy IBTF?

Accepted Answer

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in IBTF in 2024-Q3. They have held the position across 13 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price
2025-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$23.22
2025-Q3	Decreased	935,003	-8.6%	$21.8M	0.0%	$23.13
2025-Q2	Decreased	1M	-15.3%	$23.9M	0.1%	$22.87
2025-Q1	Decreased	1.2M	-34.7%	$28.2M	0.1%	$22.65
2024-Q4	Decreased	1.9M	-26.9%	$43.2M	0.1%	$22.42
2024-Q3	Decreased	2.5M	-83.5%	$59.3M	0.2%	$22.23

IBTFShowing 6 of 13 quarters

IBTF
Showing 6 of 13 quarters