Aptus Capital Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Aptus Capital Advisors, LLC

  • $11.2 Billion
  • Q2 2025

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 6,360,248 shares of IBDW stock, worth $135 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
6,360,248
Previous 5,976,439 6.42%
Holding current value
$135 Million
Previous $124 Million 7.91%
% of portfolio
1.2%
Previous 1.38%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$20.23 - $21.04 $7.76 Million - $8.08 Million
383,809 Added 6.42%
6,360,248 $134 Million
Q1 2025

May 13, 2025
BUY
$20.1 - $20.8 $13.3 Million - $13.8 Million
663,595 Added 12.49%
5,976,439 $124 Million
Q4 2024

Feb 14, 2025
BUY
$20.28 - $21.2 $35.8 Million - $37.4 Million
1,764,384 Added 49.72%
5,312,844 $108 Million
Q3 2024

Nov 05, 2024
BUY
$20.12 - $21.28 $19.7 Million - $20.8 Million
977,550 Added 38.02%
3,548,460 $75.3 Million
Q2 2024

Jul 31, 2024
BUY
$19.84 - $20.44 $12.8 Million - $13.2 Million
644,100 Added 33.43%
2,570,910 $52.2 Million
Q1 2024

May 15, 2024
BUY
$20.24 - $20.75 $13.4 Million - $13.7 Million
662,612 Added 52.41%
1,926,810 $39.5 Million
Q4 2023

Feb 13, 2024
SELL
$18.79 - $20.85 $12.1 Million - $13.5 Million
-645,898 Reduced 33.81%
1,264,198 $26.3 Million
Q3 2023

Nov 08, 2023
BUY
$19.34 - $20.36 $8.22 Million - $8.66 Million
425,255 Added 28.64%
1,910,096 $37 Million
Q2 2023

Aug 11, 2023
SELL
$20.06 - $20.81 $3.92 Million - $4.07 Million
-195,576 Reduced 11.64%
1,484,841 $30.1 Million
Q1 2023

May 09, 2023
BUY
$19.77 - $21.01 $9.59 Million - $10.2 Million
484,877 Added 40.56%
1,680,417 $34.7 Million
Q4 2022

Feb 13, 2023
BUY
$18.9 - $20.59 $22.6 Million - $24.6 Million
1,195,540 New
1,195,540 $23.8 Million

Others Institutions Holding IBDW

# of Institutions
230
Shares Held
64.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
Track This Portfolio

Track Aptus Capital Advisors, LLC Portfolio

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

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email