Capital Advisors Inc Ishares Tr Transaction History
Capital Advisors Inc
- $5.41 Billion
- Q2 2025
A detailed history of Capital Advisors Inc transactions in Ishares Tr stock. As of the latest transaction made, Capital Advisors Inc holds 2,813,280 shares of IBDV stock, worth $61.7 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
2,813,280
Previous 2,675,727
5.14%
Holding current value
$61.7 Million
Previous $58.1 Million
6.4%
% of portfolio
1.14%
Previous 1.18%
Shares
5 transactions
Others Institutions Holding IBDV
# of Institutions
256Shares Held
73.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.2MShares$114 Million1.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$99.6 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.44MShares$75.5 Million1.42% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.62MShares$57.5 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.6MShares$57 Million0.02% of portfolio