Ownership history in Capital Analysts, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in ISHARES TR (IDU). 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 | 1,001 | — | 0% | 0.00% | $111K | $109.64 |
| 2025 Q2 | UNCHANGED | 1,001 | — | 0% | 0.00% | $105K | $102.83 |
| 2025 Q1 | UNCHANGED | 1,001 | — | 0% | 0.00% | $102K | $99.16 |
| 2024 Q4 | UNCHANGED | 1,001 | — | 0% | 0.00% | $96K | $93.55 |
| 2024 Q3 | ADDED | 1,001 | +101 | +11.2% | 0.00% | $102K | $98.51 |
| 2024 Q2 | UNCHANGED | 900 | — | 0% | 0.00% | $79K | $84.33 |
| 2024 Q1 | UNCHANGED | 900 | — | 0% | 0.00% | $76K | $80.72 |
| 2023 Q4 | ADDED | 900 | +850 | +1700.0% | 0.00% | $72K | $75.91 |
| 2021 Q3 | UNCHANGED | 50 | — | 0% | 0.00% | $4K | $70.80 |
| 2021 Q2 | ADDED | 50 | +1 | +2.0% | 0.00% | $4K | $69.97 |
As of 2025 Q4 — sorted by position size