Capital Advisors Inc Ishares Tr Transaction History

Capital Advisors Inc

$4.75 Billion
Q2 2024

A detailed history of Capital Advisors Inc transactions in Ishares Tr stock. As of the latest transaction made, Capital Advisors Inc holds 2,229,604 shares of IBDV stock, worth $49.5 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

2,229,604

Holding current value

$49.5 Million

% of portfolio

1.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

174

Shares Held

38.5M

Call Options Held

Put Options Held

Capital Investment Advisors, LLC

2.4M
Shares

$53.2 Million
1.16% of portfolio
Bank Of America Corp Charlotte, NC

2.1M
Shares

$46.6 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.93M
Shares

$42.9 Million
0.06% of portfolio
Aptus Capital Advisors, LLC

1.89M
Shares

$41.9 Million
0.77% of portfolio
Wells Fargo & Company San Francisco, CA

1.87M
Shares

$41.6 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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