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IBDV
Showing 8 of 16 quarters

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

Aptus Capital Advisors, LLC holds 6M shares of IBDV (ISHARES TR), worth $132.3M as of 2026-Q1. The position was increased (+1.8% shares). IBDV represents 1.0% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$132.3M

Current Shares

6M

Total Value Change

+$92.2M

Total Shares Change

+4.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
6M
+1.8%
$132.3M1.0%$22.10
48
2025-Q4
Increased
5.9M
+5.5%
$130.9M0.9%$22.03
45
2025-Q3
Increased
5.6M
+8.2%
$124.6M0.9%$21.72
46
2025-Q2
Increased
5.2M
+6.4%
$114.2M0.9%$21.28
45
2025-Q1
Increased
4.9M
+12.5%
$106.1M1.1%$20.83
53
2024-Q4
Increased
4.3M
+66.8%
$92.7M1.0%$20.34
62
2024-Q3
Increased
2.6M
+38.0%
$57.7M0.9%$20.82
54
2024-Q2
Increased
1.9M
+33.4%
$40.1M0.7%$19.68
53

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

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