Capital Advisors Inc Ishares Tr Ibonds Dec 2031 Ter Transaction History

Capital Advisors Inc

$5.86 Billion
Q3 2025

A detailed history of Capital Advisors Inc transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Capital Advisors Inc holds 2,991,693 shares of IBDW stock, worth $63.8 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

2,991,693

Holding current value

$63.8 Million

% of portfolio

1.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 21, 2025	BUY	$20.77 - $21.32 $62.1 Million - $63.8 Million	2,991,693 New	2,991,693 $63.5 Million

Others Institutions Holding IBDW

# of Institutions

235

Shares Held

68.7M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

6.36M
Shares

$136 Million
1.2% of portfolio
Capital Investment Advisors, LLC

3.13M
Shares

$66.8 Million
1.24% of portfolio
Morgan Stanley New York, NY

2.95M
Shares

$62.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

2.81M
Shares

$59.9 Million
0.0% of portfolio
Venture Visionary Partners LLC

2.47M
Shares

$52.6 Million
1.9% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

More about IBDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Inc with notifications on news.

Account

Capital Advisors Inc Ishares Tr Ibonds Dec 2031 Ter Transaction History