CAPTRUST FINANCIAL ADVISORS
Position in IBDW — iShares iBonds Dec 2031 Term Corporate ETF
CIK 1512024
RALEIGH, NC
All Filings in IBDW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBDW | $981,219 | 46,881 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBDW | $943,374 | 44,604 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 IBDW | $822,932 | 38,781 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 IBDW | $704,818 | 33,499 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 IBDW | $845,479 | 40,746 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBDW | $827,675 | 40,672 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 IBDW | $907,834 | 42,782 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IBDW | $740,828 | 36,512 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 IBDW | $745,754 | 36,396 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IBDW | $759,932 | 36,588 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 IBDW | $566,080 | 29,202 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 IBDW | $593,647 | 29,287 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 IBDW | $604,483 | 29,287 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 IBDW | $576,511 | 28,985 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||