Capital Advisors Inc Ishares Tr Ibonds Dec 2028 Ter Transaction History
Capital Advisors Inc
- $5.41 Billion
- Q2 2025
A detailed history of Capital Advisors Inc transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Capital Advisors Inc holds 3,064,481 shares of IBDT stock, worth $77.8 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
3,064,481
Previous 2,919,415
4.97%
Holding current value
$77.8 Million
Previous $73.7 Million
5.63%
% of portfolio
1.44%
Previous 1.5%
Shares
13 transactions
Others Institutions Holding IBDT
# of Institutions
388Shares Held
92.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.82MShares$198 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.05MShares$103 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.63MShares$92.3 Million2.05% of portfolio
-
Capital Investment Advisors, LLC3.22MShares$81.7 Million1.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.63MShares$66.6 Million0.14% of portfolio