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IBDXIBDX
13 quarters

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

Aptus Capital Advisors, LLC holds 6.5M shares of IBDX (ISHARES TR), worth $162.6M as of 2026-Q2. The position was increased (+1.8% shares). IBDX represents 1.1% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$162.6M

Current Shares

6.5M

Total Value Change

+$128.6M

Total Shares Change

+5.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.5M
+1.8%
$162.6M1.1%$25.09
49
2026-Q1
Increased
6.3M
+1.8%
$160.3M1.3%$24.87
49
2025-Q4
Increased
6.2M
+35.0%
$159M1.1%$24.93
62
2025-Q3
Increased
4.6M
+8.2%
$118.2M0.9%$24.63
46
2025-Q2
Increased
4.3M
+6.4%
$107.8M0.9%$24.01
45
2025-Q1
Increased
4M
+12.5%
$100.1M1.0%$23.44
53
2024-Q4
Increased
3.6M
+67.8%
$87.5M0.9%$22.86
62
2024-Q3
Increased
2.1M
+38.0%
$54.5M0.8%$23.52
54
2024-Q2
Increased
1.5M
+33.4%
$37.8M0.7%$22.19
53
2024-Q1
Increased
1.2M
+97.2%
$28.6M0.5%$22.14
65
2023-Q4
Decreased
584,306
-58.2%
$14.7M0.4%$22.33
0
2023-Q3
Increased
1.4M
+1.0%
$32.8M0.9%$20.44
41
2023-Q2
New
1.4M
-
$34.1M0.8%$21.17
56

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

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