Capital Investment Advisors, LLC Ishares Tr Ibonds December 202 Transaction History

Capital Investment Advisors, LLC

$5.8 Billion
Q3 2025

A detailed history of Capital Investment Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 65,749 shares of IBMO stock, worth $1.68 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

65,749

Previous 63,738 3.16%

Holding current value

$1.68 Million

Previous $1.63 Million 3.37%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$25.58 - $25.72 $51,441 - $51,722	2,011 Added 3.16%	65,749 $1.69 Million
Q2 2025 Jul 17, 2025	BUY	$25.32 - $25.63 $1.61 Million - $1.63 Million	63,738 New	63,738 $1.63 Million
Q1 2025 Apr 14, 2025	BUY	$25.45 - $25.6 $36,062 - $36,275	1,417 Added 2.53%	57,394 $1.47 Million
Q4 2024 Jan 13, 2025	BUY	$25.4 - $25.62 $275,285 - $277,669	10,838 Added 24.01%	55,977 $1.43 Million
Q3 2024 Oct 17, 2024	BUY	$25.26 - $25.66 $55,016 - $55,887	2,178 Added 5.07%	45,139 $1.16 Million

Q2 2024 Jul 12, 2024	BUY	$25.16 - $25.33 $144,695 - $145,672	5,751 Added 15.46%	42,961 $1.09 Million
Q1 2024 Apr 15, 2024	BUY	$25.35 - $25.52 $12,142 - $12,224	479 Added 1.3%	37,210 $943,000
Q4 2023 Jan 05, 2024	BUY	$24.71 - $25.52 $96,541 - $99,706	3,907 Added 11.9%	36,731 $937,000
Q3 2023 Oct 16, 2023	BUY	$24.76 - $25.26 $77,028 - $78,583	3,111 Added 10.47%	32,824 $814,000
Q2 2023 Jul 11, 2023	BUY	$24.96 - $25.63 $82,742 - $84,963	3,315 Added 12.56%	29,713 $748,000
Q1 2023 Apr 10, 2023	BUY	$24.99 - $25.64 $102,034 - $104,688	4,083 Added 18.3%	26,398 $673,000
Q4 2022 Jan 05, 2023	BUY	$24.52 - $25.33 $267,341 - $276,172	10,903 Added 95.54%	22,315 $563,000
Q3 2022 Oct 05, 2022	BUY	$24.63 - $25.76 $1,551 - $1,622	63 Added 0.56%	11,412 $281,000
Q2 2022 Jul 06, 2022	BUY	$24.88 - $25.49 $18,610 - $19,066	748 Added 7.06%	11,349 $288,000
Q1 2022 Apr 13, 2022	BUY	$25.42 - $26.86 $269,477 - $284,742	10,601 New	10,601 $270,000

Others Institutions Holding IBMO

# of Institutions

201

Shares Held

18.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

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Capital Investment Advisors, LLC Ishares Tr Ibonds December 202 Transaction History