Cape Investment Advisory, Inc. Ishares Morningstar Small Cap Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 3,399 shares of ISCG stock, worth $154,110. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,399
Previous 3,398
0.03%
Holding current value
$154,110
Previous $166 Million
1.06%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding ISCG
# of Institutions
147Shares Held
7.42MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.09MShares$49.3 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO439KShares$19.9 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$18.7 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.395KShares$17.9 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC389KShares$17.6 Million0.01% of portfolio