Position history for Aptus Capital Advisors, LLC's holdings in ISHARES TR
Aptus Capital Advisors, LLC holds 6.2M shares of IBDX (ISHARES TR), worth $159M as of 2025-Q4. The position was increased (++35.0% shares). IBDX represents 1.1% of Aptus Capital Advisors, LLC's portfolio.
Current Value
$159M
Current Shares
6.2M
Total Value Change
+$121.3M
Total Shares Change
+4.7M
Other major holders of IBDX: WELLS FARGO & COMPANY/MN, MORGAN STANLEY
Increased |
| 6.2M |
+35.0% |
| $159M |
| 1.1% |
| $25.47 |
62 |
| 2025-Q3 | Increased | 4.6M | +8.2% | $118.2M | 0.9% | $25.13 | 46 |
| 2025-Q2 | Increased | 4.3M | +6.4% | $107.8M | 0.9% | $24.43 | 45 |
| 2025-Q1 | Increased | 4M | +12.5% | $100.1M | 1.0% | $23.87 | 53 |
| 2024-Q4 | Increased | 3.6M | +67.8% | $87.5M | 0.9% | $23.38 | 62 |
| 2024-Q3 | Increased | 2.1M | +38.0% | $54.5M | 0.8% | $24.05 | 54 |
| 2024-Q2 | Increased | 1.5M | +33.4% | $37.8M | 0.7% | $22.64 | 53 |