Cape Investment Advisory, Inc. Ishares Morningstar Value ETF Transaction History
Cape Investment Advisory, Inc.
- $247 Billion
- Q3 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 1,350 shares of ILCV stock, worth $110,848. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,350
Previous 1,350
-0.0%
Holding current value
$110,848
Previous $103 Million
7.7%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
136Shares Held
8.09MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$77.3 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC791KShares$65 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA694KShares$57 Million3.0% of portfolio
-
Matrix Trust CO693KShares$56.9 Million10.65% of portfolio
-
Ubs Group Ag500KShares$41 Million0.01% of portfolio