Capital Investment Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Capital Investment Advisors, LLC

$4.94 Billion
Q1 2025

A detailed history of Capital Investment Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 2,954,447 shares of IBDU stock, worth $68.5 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

2,954,447

Previous 2,700,735 9.39%

Holding current value

$68.5 Million

Previous $61.6 Million 10.98%

% of portfolio

1.38%

Previous 1.28%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$22.61 - $23.14 $5.74 Million - $5.87 Million	253,712 Added 9.39%	2,954,447 $68.3 Million
Q4 2024 Jan 13, 2025	BUY	$22.71 - $23.47 $7.35 Million - $7.59 Million	323,578 Added 13.61%	2,700,735 $61.6 Million
Q3 2024 Oct 17, 2024	BUY	$22.51 - $23.57 $6.03 Million - $6.31 Million	267,920 Added 12.7%	2,377,157 $55.9 Million
Q2 2024 Jul 12, 2024	BUY	$22.29 - $22.77 $5.11 Million - $5.22 Million	229,403 Added 12.2%	2,109,237 $47.8 Million
Q1 2024 Apr 15, 2024	BUY	$22.61 - $23.1 $5.18 Million - $5.29 Million	228,895 Added 13.86%	1,879,834 $42.9 Million
Q4 2023 Jan 05, 2024	BUY	$21.44 - $23.11 $3.32 Million - $3.57 Million	154,626 Added 10.33%	1,650,939 $38.1 Million
Q3 2023 Oct 16, 2023	BUY	$21.83 - $22.62 $4.38 Million - $4.54 Million	200,803 Added 15.5%	1,496,313 $32.8 Million
Q2 2023 Jul 11, 2023	BUY	$22.32 - $23.04 $28.9 Million - $29.8 Million	1,295,510 New	1,295,510 $29.1 Million
Q4 2022 Jan 05, 2023	BUY	$21.21 - $22.74 $3.05 Million - $3.27 Million	143,763 Added 19.08%	897,222 $19.9 Million
Q3 2022 Oct 05, 2022	BUY	$21.55 - $23.64 $2.48 Million - $2.72 Million	115,233 Added 18.06%	753,459 $16.4 Million
Q2 2022 Jul 06, 2022	BUY	$22.39 - $24.47 $1.44 Million - $1.57 Million	64,121 Added 11.17%	638,226 $14.6 Million
Q1 2022 Apr 13, 2022	BUY	$24.25 - $26.14 $1.67 Million - $1.8 Million	68,927 Added 13.64%	574,105 $14.1 Million
Q4 2021 Jan 10, 2022	BUY	$26.12 - $26.7 $1.87 Million - $1.91 Million	71,580 Added 16.51%	505,178 $13.3 Million
Q3 2021 Oct 13, 2021	BUY	$26.61 - $27.16 $2.02 Million - $2.06 Million	75,937 Added 21.23%	433,598 $11.5 Million
Q2 2021 Jul 14, 2021	BUY	$26.09 - $26.82 $3.71 Million - $3.82 Million	142,292 Added 66.07%	357,661 $9.59 Million
Q1 2021 Apr 27, 2021	BUY	$25.95 - $27.44 $2.91 Million - $3.08 Million	112,165 Added 108.68%	215,369 $5.63 Million
Q4 2020 Jan 21, 2021	BUY	$26.88 - $27.5 $1.91 Million - $1.95 Million	71,025 Added 220.72%	103,204 $2.84 Million
Q3 2020 Oct 29, 2020	BUY	$26.78 - $27.52 $861,753 - $885,566	32,179 New	32,179 $870,000

Others Institutions Holding IBDU

# of Institutions

295

Shares Held

89.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

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Capital Investment Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History