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Ishares Tr shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDY) 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 $40M 1.5M 26.40
2024-06-30 $27M 1.1M 25.20
2024-03-31 $9.0M 354k 25.48

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View all positions for Aptus Capital Advisors

Top funds holding Ishares Tr

First Interstate Bank
Capital Investment Advisors
Gateway Advisory
Aptus Capital Advisors
Golub Group
Envision Financial Planning
Us Bancorp
MV Capital Management
Arrow Financial Corp.
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Rockefeller Capital Management
Instrumental Wealth
Confluence Investment Management

View all funds holding Ishares Tr