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IBDX
Showing 8 of 12 quarters

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

Aptus Capital Advisors, LLC holds 6.3M shares of IBDX (ISHARES TR), worth $160.3M as of 2026-Q1. The position was increased (+1.8% shares). IBDX represents 1.3% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$160.3M

Current Shares

6.3M

Total Value Change

+$122.5M

Total Shares Change

+4.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
6.3M
+1.8%
$160.3M1.3%$25.64
49
2025-Q4
Increased
6.2M
+35.0%
$159M1.1%$25.47
62
2025-Q3
Increased
4.6M
+8.2%
$118.2M0.9%$25.13
46
2025-Q2
Increased
4.3M
+6.4%
$107.8M0.9%$24.43
45
2025-Q1
Increased
4M
+12.5%
$100.1M1.0%$23.87
53
2024-Q4
Increased
3.6M
+67.8%
$87.5M0.9%$23.38
62
2024-Q3
Increased
2.1M
+38.0%
$54.5M0.8%$24.05
54
2024-Q2
Increased
1.5M
+33.4%
$37.8M0.7%$22.64
53

Other major holders of IBDX: WELLS FARGO & COMPANY/MN, MORGAN STANLEY

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