Capital Advisors Inc Ishares Tr Ibonds Dec 2029 Ter Transaction History
Capital Advisors Inc
- $4.91 Billion
- Q1 2025
A detailed history of Capital Advisors Inc transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Capital Advisors Inc holds 4,254,989 shares of IBDU stock, worth $98.8 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
4,254,989
Previous 3,885,780
9.5%
Holding current value
$98.8 Million
Previous $88.6 Million
11.09%
% of portfolio
2.01%
Previous 1.81%
Shares
9 transactions
Others Institutions Holding IBDU
# of Institutions
298Shares Held
86.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$142 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
-
Morgan Stanley New York, NY4.08MShares$94.8 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$83.4 Million7.66% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.9MShares$67.3 Million0.03% of portfolio