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IBDVIBDV
17 quarters

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

Aptus Capital Advisors, LLC holds 6.2M shares of IBDV (ISHARES TR), worth $134.1M as of 2026-Q2. The position was increased (+1.8% shares). IBDV represents 0.9% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$134.1M

Current Shares

6.2M

Total Value Change

+$100.4M

Total Shares Change

+4.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.2M
+1.8%
$134.1M0.9%$21.72
43
2026-Q1
Increased
6M
+1.8%
$132.3M1.0%$21.56
48
2025-Q4
Increased
5.9M
+5.5%
$130.9M0.9%$21.58
45
2025-Q3
Increased
5.6M
+8.2%
$124.6M0.9%$21.33
46
2025-Q2
Increased
5.2M
+6.4%
$114.2M0.9%$20.93
45
2025-Q1
Increased
4.9M
+12.5%
$106.1M1.1%$20.44
53
2024-Q4
Increased
4.3M
+66.8%
$92.7M1.0%$19.95
62
2024-Q3
Increased
2.6M
+38.0%
$57.7M0.9%$20.38
54
2024-Q2
Increased
1.9M
+33.4%
$40.1M0.7%$19.32
53
2024-Q1
Increased
1.4M
+14.0%
$30.3M0.6%$19.22
46
2023-Q4
Decreased
1.2M
-0.6%
$26.8M0.7%$19.29
0
2023-Q3
Decreased
1.2M
-26.8%
$25.4M0.7%$17.88
0
2023-Q2
Decreased
1.7M
-11.6%
$36.1M0.9%$18.41
0
2023-Q1
Increased
1.9M
+17.2%
$41.5M1.1%$18.51
53
2022-Q4
Decreased
1.6M
-16.2%
$34.2M1.1%$17.77
0
2022-Q3
Increased
2M
+24.9%
$39.8M1.0%$17.11
50
2022-Q2
New
1.6M
-
$33.7M0.9%$17.95
56

Other major holders of IBDV: BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV

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