Question 1

How many shares of IBDP does Aptus Capital Advisors, LLC own?

Accepted Answer

Aptus Capital Advisors, LLC previously held 0 shares of IBDP (ISHARES) before exiting the position in 2022-Q2.

Question 2

What is Aptus Capital Advisors, LLC's IBDP position worth?

Accepted Answer

Aptus Capital Advisors, LLC's IBDP position was last reported at $0 in 2022-Q2 before the exit.

Question 3

Is Aptus Capital Advisors, LLC buying or selling IBDP?

Accepted Answer

In 2022-Q2, Aptus Capital Advisors, LLC exited their IBDP position entirely (-100.0% change in shares).

Question 4

When did Aptus Capital Advisors, LLC first buy IBDP?

Accepted Answer

Based on available 13F filings, Aptus Capital Advisors, LLC first reported a position in IBDP in 2019-Q1. They have held the position across 14 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2022-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$22.73	0
2022-Q1	Increased	6.9M	+7.7%	$174M	4.3%	$22.97	60
2021-Q4	Increased	6.4M	+27.4%	$166.8M	5.0%	$23.68	73
2021-Q3	Increased	5M	+20.5%	$132.7M	3.4%	$23.88	66
2021-Q2	Increased	4.2M	+14.1%	$110.5M	3.2%	$23.85	63
2021-Q1	Increased	3.7M	+16.4%	$96.9M	3.5%	$23.76	64
2020-Q4	Increased	3.2M	+53.9%	$83.8M	3.8%	$23.85	77
2020-Q3	Increased	2M	+32.7%	$54.1M	2.9%	$23.55	64
2020-Q2	New	1.5M	-	$40.6M	2.5%	$23.32	75
2020-Q1	Exited	0	-100.0%	$0	0.0%	$21.64	0
2019-Q4	Increased	967,235	+19.3%	$24.8M	1.8%	$22.48	53
2019-Q3	Increased	810,771	+35.7%	$20.8M	1.2%	$22.21	58
2019-Q2	Increased	597,411	+18.1%	$15.2M	2.1%	$21.89	57
2019-Q1	New	505,757	-	$12.5M	2.1%	$21.20	72

IBDP14 quarters

IBDP
14 quarters