Cape Investment Advisory, Inc. Ishares S&P Midcap 400 Value E Transaction History
Cape Investment Advisory, Inc.
- $251 Billion
- Q1 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 2,545 shares of IJJ stock, worth $286,796. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,545
Previous 136
1771.32%
Holding current value
$286,796
Previous $17 Million
1692.62%
% of portfolio
0.12%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IJJ
# of Institutions
901Shares Held
43.3MCall Options Held
100Put Options Held
0-
Morgan Stanley New York, NY4.14MShares$466 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.72MShares$419 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$267 Million0.02% of portfolio
-
Ubs Group Ag2.09MShares$236 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.98MShares$223 Million0.08% of portfolio