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Ishares Tr dev val factor shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Aptus Capital Advisors from 13F filings

Historical chart of Aptus Capital Advisors investment in Ishares Tr dev val factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr dev val factor 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 dev val factor by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0M 205k 29.53
2024-06-30 $5.8M 212k 27.44
2024-03-31 $6.3M 224k 28.23

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View all positions for Aptus Capital Advisors

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
Eqis Capital Management
Kathmere Capital Management
Janney Montgomery Scott
Colony
Buckingham Asset Management
Armbruster Capital Management
Morgan Stanley
Resources Investment Advisors
BlackRock
High Probability Advisors

View all funds holding Ishares Tr dev val factor