Ownership history in Capital Analysts, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in ISHARES TR (ITB). 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 | REDUCED | 6 | -181 | -96.8% | 0.00% | $1K | $106.87 |
| 2025 Q2 | ADDED | 187 | +174 | +1338.5% | 0.00% | $17K | $92.73 |
| 2025 Q1 | UNCHANGED | 13 | — | 0% | 0.00% | $1K | $94.07 |
| 2024 Q4 | ADDED | 13 | +6 | +85.7% | 0.00% | $1K | $101.46 |
| 2024 Q3 | REDUCED | 7 | -259 | -97.4% | 0.00% | $1K | $124.59 |
| 2022 Q4 | ADDED | 266 | +211 | +383.6% | 0.00% | $16K | $58.86 |
| 2021 Q2 | INITIATED | 55 | — | — | 0.00% | $4K | $66.48 |
As of 2025 Q4 — sorted by position size