Cape Investment Advisory, Inc. Ishares Morningstar U.S. Equit Transaction History
Cape Investment Advisory, Inc.
- $223 Billion
- Q2 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 5,255 shares of ILCB stock, worth $414,882. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,255
Previous 5,255
-0.0%
Holding current value
$414,882
Previous $381 Million
3.73%
% of portfolio
0.18%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding ILCB
# of Institutions
166Shares Held
4.25MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY473KShares$37.4 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY450KShares$35.5 Million0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN425KShares$33.5 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC192KShares$15.2 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC182KShares$14.3 Million0.01% of portfolio