Cape Investment Advisory, Inc. Ishares Expanded Tech Sector E Transaction History

Cape Investment Advisory, Inc.

$102 Billion
Q3 2025

A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 3,878 shares of IGM stock, worth $495,647. This represents 0.48% of its overall portfolio holdings.

Number of Shares

3,878

Previous 3,642 6.48%

Holding current value

$495,647

Previous $409 Million 19.38%

% of portfolio

0.48%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 29, 2025	BUY	$110.96 - $127.67 $26,186 - $30,130	236 Added 6.48%	3,878 $488 Million
Q2 2025 Aug 19, 2025	BUY	$79.8 - $112.34 $27,531 - $38,757	345 Added 10.46%	3,642 $409 Million
Q1 2025 May 16, 2025	BUY	$90.67 - $108.46 $33,003 - $39,479	364 Added 12.41%	3,297 $299 Million
Q4 2024 Feb 05, 2025	BUY	$94.19 - $106.95 $34,756 - $39,464	369 Added 14.39%	2,933 $299 Million
Q3 2024 Nov 14, 2024	BUY	$84.03 - $98.62 $96,802 - $113,610	1,152 Added 81.59%	2,564 $246 Million

Q2 2024 Aug 14, 2024	BUY	$80.02 - $95.38 $35,688 - $42,539	446 Added 46.17%	1,412 $133 Million
Q1 2024 Jun 21, 2024	BUY	$84.27 - $516.87 $75,674 - $464,149	898 Added 1320.59%	966 $83.3 Million
Q4 2023 Feb 12, 2024	SELL	$365.86 - $450.72 $29,268 - $36,057	-80 Reduced 54.05%	68 $30.5 Million
Q1 2023 Oct 12, 2023	BUY	$275.98 - $339.32 $40,845 - $50,219	148 New	148 $50.2 Million

Others Institutions Holding IGM

# of Institutions

553

Shares Held

46.3M

Call Options Held

294K

Put Options Held

20.6K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

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Cape Investment Advisory, Inc. Ishares Expanded Tech Sector E Transaction History