Cape Investment Advisory, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Cape Investment Advisory, Inc.
- $223 Billion
- Q2 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 2,660 shares of IJR stock, worth $314,199. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,660
Previous 1,053
152.61%
Holding current value
$314,199
Previous $116 Million
143.83%
% of portfolio
0.13%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.12 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.59 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.15 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$2.02 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.88 Billion0.42% of portfolio