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Showing 6 of 20 quarters

Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in ISHARES

Aptus Capital Advisors, LLC previously held 0 shares of IBDQ (ISHARES), worth $0 as of 2025-Q4.

Final Value

$0

Final Shares

0

Total Value Change

-$291,612

Total Shares Change

-11,618

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q4
Latest
Exited
0
-100.0%
$00.0%$25.04
0
2025-Q3
Increased
22,547
+0.9%
$567,9590.0%$24.92
24
2025-Q2
Increased
22,334
+1.8%
$562,3800.0%$24.64
25
2025-Q1
Increased
21,931
+0.3%
$551,5670.0%$24.38
24
2024-Q4
Increased
21,866
+88.2%
$547,7430.0%$24.12
38
2024-Q3
New
11,618
-
$291,6120.0%$23.86
32

Other major holders of IBDQ: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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