Capital Advisors Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History
Capital Advisors Inc
- $5.41 Billion
- Q2 2025
A detailed history of Capital Advisors Inc transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Capital Advisors Inc holds 4,212,231 shares of IBDS stock, worth $102 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
4,212,231
Previous 4,014,148
4.93%
Holding current value
$102 Million
Previous $97.1 Million
5.32%
% of portfolio
1.89%
Previous 1.98%
Shares
28 transactions
Others Institutions Holding IBDS
# of Institutions
411Shares Held
106MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.11MShares$196 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.98MShares$96.4 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.7MShares$89.7 Million2.19% of portfolio
-
Hm Payson & CO Portland, ME3.2MShares$77.6 Million1.38% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.13MShares$75.8 Million0.29% of portfolio