Cape Investment Advisory, Inc. Ishares Trust Ishares 1 5 Year Transaction History

Cape Investment Advisory, Inc.

$274 Billion
Q2 2025

A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 1,037 shares of IGSB stock, worth $55,095. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,037

Previous 696 48.99%

Holding current value

$55,095

Previous $36.5 Million 50.1%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 19, 2025	BUY	$51.68 - $52.76 $17,622 - $17,991	341 Added 48.99%	1,037 $54.7 Million
Q1 2025 May 16, 2025	SELL	$51.52 - $52.37 $7,831 - $7,960	-152 Reduced 17.92%	696 $36.5 Million
Q4 2024 Feb 05, 2025	BUY	$51.54 - $52.55 $7,834 - $7,987	152 Added 21.84%	848 $43.8 Million
Q3 2024 Nov 14, 2024	SELL	$51.02 - $52.74 $13,928 - $14,398	-273 Reduced 28.17%	696 $36.7 Million
Q2 2024 Aug 14, 2024	SELL	$50.64 - $51.3 $5,519 - $5,591	-109 Reduced 10.11%	969 $49.7 Million
Q3 2023 Nov 06, 2023	SELL	$49.74 - $50.37 $10,942 - $11,081	-220 Reduced 16.95%	1,078 $53.7 Million
Q2 2023 Oct 12, 2023	BUY	$50.02 - $50.76 $2,501 - $2,538	50 Added 4.01%	1,298 $65.1 Million
Q1 2023 Oct 12, 2023	BUY	$49.56 - $50.75 $61,850 - $63,336	1,248 New	1,248 $63.1 Million

Others Institutions Holding IGSB

# of Institutions

1,096

Shares Held

317M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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Cape Investment Advisory, Inc. Ishares Trust Ishares 1 5 Year Transaction History