Capital Advisors Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History
Capital Advisors Inc
- $4.75 Billion
- Q2 2024
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 3,296,851 shares of IBDS stock, worth $80.5 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
3,296,851
Previous 3,132,752
5.24%
Holding current value
$80.5 Million
Previous $74.6 Million
4.93%
% of portfolio
1.65%
Previous 1.62%
Shares
24 transactions
Others Institutions Holding IBDS
# of Institutions
331Shares Held
81MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.21MShares$176 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.45MShares$133 Million10.64% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.95MShares$121 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.16MShares$77.2 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC2.26MShares$55.2 Million1.03% of portfolio