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Ishares Tr shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Aptus Capital Advisors from 13F filings

Historical chart of Aptus Capital Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $55M 2.1M 25.71
2024-06-30 $38M 1.5M 24.56
2024-03-31 $29M 1.2M 24.81
2023-09-30 $33M 1.4M 23.48
2023-06-30 $34M 1.4M 24.62

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View all positions for Aptus Capital Advisors

Top funds holding Ishares Tr

Wells Fargo & Company
First Interstate Bank
Aptus Capital Advisors
Capital Investment Advisors
Bank of America Corporation
Gateway Advisory
Golub Group
Sigma Investment Counselors
MV Capital Management
Raymond James Financial Services Advisors
Arrow Financial Corp.
Us Bancorp
Goss Wealth Management
Rockefeller Capital Management
Morgan Stanley

View all funds holding Ishares Tr