Cape Investment Advisory, Inc. Ishares Tr Russell 200 Growth Transaction History
Cape Investment Advisory, Inc.
- $247 Billion
- Q3 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 91 shares of IWY stock, worth $21,520. This represents 0.01% of its overall portfolio holdings.
Number of Shares
91
Previous 60
51.67%
Holding current value
$21,520
Previous $12.9 Million
55.68%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IWY
# of Institutions
529Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.55 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.41 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.24 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.18 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$486 Million0.12% of portfolio