Position history for Aptus Capital Advisors, LLC's holdings in ISHARES TR
Aptus Capital Advisors, LLC holds 7.3M shares of IBDW (ISHARES TR), worth $153.6M as of 2025-Q4. The position was increased (++5.5% shares). IBDW represents 1.1% of Aptus Capital Advisors, LLC's portfolio.
Current Value
$153.6M
Current Shares
7.3M
Total Value Change
+$101.4M
Total Shares Change
+4.7M
Other major holders of IBDW: MORGAN STANLEY, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN
Increased |
| 7.3M |
+5.5% |
| $153.6M |
| 1.1% |
| $21.11 |
50 |
| 2025-Q3 | Increased | 6.9M | +8.2% | $146.1M | 1.1% | $20.80 | 52 |
| 2025-Q2 | Increased | 6.4M | +6.4% | $133.8M | 1.1% | $20.32 | 51 |
| 2025-Q1 | Increased | 6M | +12.5% | $124M | 1.3% | $19.85 | 53 |
| 2024-Q4 | Increased | 5.3M | +49.7% | $108.1M | 1.1% | $19.36 | 65 |
| 2024-Q3 | Increased | 3.5M | +38.0% | $75.3M | 1.1% | $19.84 | 61 |
| 2024-Q2 | Increased | 2.6M | +33.4% | $52.2M | 0.9% | $18.71 | 53 |