Capital Advisors Inc Ishares Tr Transaction History

Capital Advisors Inc

  • $5.86 Billion
  • Q3 2025

A detailed history of Capital Advisors Inc transactions in Ishares Tr stock. As of the latest transaction made, Capital Advisors Inc holds 2,943,852 shares of IBDV stock, worth $65.4 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
2,943,852
Previous 2,813,280 4.64%
Holding current value
$65.4 Million
Previous $61.8 Million 5.45%
% of portfolio
1.11%
Previous 1.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$21.75 - $22.22 $2.84 Million - $2.9 Million
130,572 Added 4.64%
2,943,852 $65.2 Million
Q2 2025

Jul 22, 2025
BUY
$21.28 - $21.98 $2.93 Million - $3.02 Million
137,553 Added 5.14%
2,813,280 $61.8 Million
Q1 2025

Apr 29, 2025
BUY
$21.11 - $21.73 $4.17 Million - $4.29 Million
197,588 Added 7.97%
2,675,727 $58.1 Million
Q4 2024

Jan 29, 2025
BUY
$21.24 - $22.15 $3.21 Million - $3.34 Million
150,927 Added 6.49%
2,478,139 $52.9 Million
Q3 2024

Oct 28, 2024
BUY
$21.11 - $22.24 $2.06 Million - $2.17 Million
97,608 Added 4.38%
2,327,212 $51.6 Million
Q2 2024

Jul 31, 2024
BUY
$20.82 - $21.38 $46.4 Million - $47.7 Million
2,229,604 New
2,229,604 $47.4 Million

Others Institutions Holding IBDV

# of Institutions
279
Shares Held
77.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track Capital Advisors Inc Portfolio

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

News

Stay updated on Capital Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email