Capital Advisors Inc Ishares Tr Ibonds Dec 2031 Ter Transaction History
Capital Advisors Inc
- $5.96 Billion
- Q4 2025
A detailed history of Capital Advisors Inc transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Capital Advisors Inc holds 3,089,595 shares of IBDW stock, worth $65.2 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
3,089,595
Previous 2,991,693
3.27%
Holding current value
$65.2 Million
Previous $63.5 Million
2.64%
% of portfolio
1.09%
Previous 1.08%
Shares
2 transactions
Others Institutions Holding IBDW
# of Institutions
257Shares Held
77.7MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.65MShares$76.9 Million1.22% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Venture Visionary Partners LLC2.47MShares$52 Million1.9% of portfolio