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

Capital Investment Advisors, LLC

  • $6.32 Billion
  • Q4 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 66,485 shares of IBMO stock, worth $1.7 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
66,485
Previous 65,749 1.12%
Holding current value
$1.7 Million
Previous $1.69 Million 0.89%
% of portfolio
0.03%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$25.52 - $25.62 $18,782 - $18,856
736 Added 1.12%
66,485 $1.7 Million
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
18.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
Track This Portfolio

Track Capital Investment Advisors, LLC Portfolio

Follow Capital Investment Advisors, LLC 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 Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email