Capital Advisors Inc Ishares Tr Ibonds Dec 2029 Ter Transaction History

Capital Advisors Inc

$4.86 Billion
Q3 2024

A detailed history of Capital Advisors Inc transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Capital Advisors Inc holds 3,653,378 shares of IBDU stock, worth $83.4 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares

3,653,378

Previous 3,467,452 5.36%

Holding current value

$83.4 Million

Previous $78.6 Million 9.27%

% of portfolio

1.77%

Previous 1.65%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$22.51 - $23.57 $4.19 Million - $4.38 Million	185,926 Added 5.36%	3,653,378 $85.9 Million
Q2 2024 Jul 31, 2024	BUY	$22.29 - $22.77 $4.1 Million - $4.19 Million	184,075 Added 5.61%	3,467,452 $78.6 Million
Q1 2024 Apr 29, 2024	BUY	$22.61 - $23.1 $6.48 Million - $6.62 Million	286,414 Added 9.56%	3,283,377 $74.9 Million
Q4 2023 Jan 29, 2024	BUY	$21.44 - $23.11 $2.82 Million - $3.04 Million	131,354 Added 4.58%	2,996,963 $69.1 Million
Q3 2023 Oct 24, 2023	BUY	$21.83 - $22.62 $2.5 Million - $2.59 Million	114,383 Added 4.16%	2,865,609 $62.8 Million
Q2 2023 Jul 18, 2023	BUY	$22.32 - $23.04 $3 Million - $3.1 Million	134,339 Added 5.13%	2,751,226 $61.8 Million
Q1 2023 Apr 19, 2023	BUY	$21.99 - $23.12 $57.5 Million - $60.5 Million	2,616,887 New	2,616,887 $59.9 Million

Others Institutions Holding IBDU

# of Institutions

234

Shares Held

59.8M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
Sector ETFs
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Capital Advisors Inc Ishares Tr Ibonds Dec 2029 Ter Transaction History