Cape Investment Advisory, Inc. Ishares Tr Russell 200 Growth Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 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 129 shares of IWY stock, worth $30,574. This represents 0.01% of its overall portfolio holdings.
Number of Shares
129
Previous 91
41.76%
Holding current value
$30,574
Previous $20 Million
51.61%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IWY
# of Institutions
575Shares Held
52.7MCall Options Held
10.4KPut Options Held
4.8K-
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 CO5.05MShares$1.2 Billion18.48% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$487 Million0.12% of portfolio