Ownership history in Capital Analysts, LLC · 38 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in ISHARES (ACWV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 555 | +91 | +19.6% | 0.00% | $67K | $118.63 |
| 2025 Q2 | UNCHANGED | 464 | — | 0% | 0.00% | $55K | $117.29 |
| 2025 Q1 | UNCHANGED | 464 | — | 0% | 0.00% | $54K | $113.97 |
| 2024 Q4 | REDUCED | 464 | -14 | -2.9% | 0.00% | $51K | $106.94 |
| 2024 Q3 | REDUCED | 478 | -1,249 | -72.3% | 0.00% | $55K | $110.54 |
| 2024 Q2 | REDUCED | 1,727 | -29 | -1.7% | 0.01% | $181K | $101.00 |
| 2024 Q1 | REDUCED | 1,756 | -1,406 | -44.5% | 0.01% | $185K | $100.72 |
| 2023 Q4 | ADDED | 3,162 | +22 | +0.7% | 0.02% | $317K | $96.01 |
| 2023 Q3 | ADDED | 3,140 | +5 | +0.2% | 0.02% | $300K | $89.88 |
| 2023 Q2 | ADDED | 3,135 | +55 | +1.8% | 0.02% | $307K | $92.37 |
As of 2025 Q4 — sorted by position size