Capital Advisors Inc Ishares Tr Transaction History

Capital Advisors Inc

$5.96 Billion
Q4 2025

A detailed history of Capital Advisors Inc transactions in Ishares Tr stock. As of the latest transaction made, Capital Advisors Inc holds 3,026,891 shares of IBDV stock, worth $66.7 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

3,026,891

Previous 2,943,852 2.82%

Holding current value

$66.7 Million

Previous $65.2 Million 2.26%

% of portfolio

1.12%

Previous 1.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$22.03 - $22.24 $1.83 Million - $1.85 Million	83,039 Added 2.82%	3,026,891 $66.7 Million
Q3 2025 Oct 21, 2025	BUY	$21.75 - $22.22 $2.84 Million - $2.9 Million	130,572 Added 4.64%	2,943,852 $65.2 Million
Q2 2025 Jul 22, 2025	BUY	$21.28 - $21.98 $2.93 Million - $3.02 Million	137,553 Added 5.14%	2,813,280 $61.8 Million
Q1 2025 Apr 29, 2025	BUY	$21.11 - $21.73 $4.17 Million - $4.29 Million	197,588 Added 7.97%	2,675,727 $58.1 Million
Q4 2024 Jan 29, 2025	BUY	$21.24 - $22.15 $3.21 Million - $3.34 Million	150,927 Added 6.49%	2,478,139 $52.9 Million

Q3 2024 Oct 28, 2024	BUY	$21.11 - $22.24 $2.06 Million - $2.17 Million	97,608 Added 4.38%	2,327,212 $51.6 Million
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

295

Shares Held

85.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Capital Advisors Inc Ishares Tr Transaction History