A detailed history of Capital Advisors Inc transactions in Ishares Tr stock. As of the latest transaction made, Capital Advisors Inc holds 2,327,212 shares of IBDV stock, worth $49.6 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
2,327,212
Previous 2,229,604 4.38%
Holding current value
$49.6 Million
Previous $47.4 Million 8.85%
% of portfolio
1.06%
Previous 1.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track Capital Advisors Inc Portfolio

Follow Capital Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Inc with notifications on news.