Ownership history in Capital Analysts, LLC · 36 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in ISHARES (IBB). 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 | UNCHANGED | 9 | — | 0% | 0.00% | $1K | $144.11 |
| 2025 Q2 | REDUCED | 9 | -11 | -55.0% | 0.00% | $1K | $126.21 |
| 2025 Q1 | UNCHANGED | 20 | — | 0% | 0.00% | $3K | $127.59 |
| 2024 Q4 | ADDED | 20 | +9 | +81.8% | 0.00% | $3K | $131.78 |
| 2024 Q3 | REDUCED | 11 | -123 | -91.8% | 0.00% | $2K | $145.06 |
| 2023 Q4 | REDUCED | 134 | -46 | -25.6% | 0.00% | $18K | $135.03 |
| 2023 Q3 | ADDED | 180 | +46 | +34.3% | 0.00% | $22K | $121.44 |
| 2023 Q2 | UNCHANGED | 134 | — | 0% | 0.00% | $17K | $125.92 |
| 2023 Q1 | UNCHANGED | 134 | — | 0% | 0.00% | $17K | $128.10 |
| 2022 Q4 | UNCHANGED | 134 | — | 0% | 0.00% | $18K | $130.14 |
As of 2025 Q4 — sorted by position size