Cape Investment Advisory, Inc. Ishares Morningstar U.S. Equit Transaction History

Cape Investment Advisory, Inc.

  • $247 Billion
  • Q3 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 5,155 shares of ILCB stock, worth $418,482. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,155
Previous 5,255 1.9%
Holding current value
$418,482
Previous $395 Million 3.4%
% of portfolio
0.17%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$71.38 - $79.23 $7,138 - $7,923
-100 Reduced 1.9%
5,155 $408 Million
Q1 2023

Oct 12, 2023
BUY
$52.17 - $57.5 $274,153 - $302,162
5,255 New
5,255 $296 Million

Others Institutions Holding ILCB

# of Institutions
178
Shares Held
5.61M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

ILCB Quotes by TradingView
  • Ticker ILCB
  • Sector ETFs
  • Industry ETFs
More about ILCB
Track This Portfolio

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email