Cape Investment Advisory, Inc. Ishares S&P Midcap 400 Value E Transaction History

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025

A detailed history of Cape Investment Advisory, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 3,055 shares of IJJ stock, worth $395,225. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,055
Previous 2,545 20.04%
Holding current value
$395,225
Previous $305 Million 23.93%
% of portfolio
0.14%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025
BUY
$103.88 - $123.68 $52,978 - $63,076
510 Added 20.04%
3,055 $378 Million
Q1 2025

May 16, 2025
BUY
$117.4 - $131.02 $282,816 - $315,627
2,409 Added 1771.32%
2,545 $305 Million
Q1 2023

Oct 12, 2023
BUY
$97.23 - $116.09 $13,223 - $15,788
136 New
136 $14 Million

Others Institutions Holding IJJ

# of Institutions
907
Shares Held
42.5M
Call Options Held
184K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
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