Cape Investment Advisory, Inc. Ishares Morningstar U.S. Equit Transaction History
Cape Investment Advisory, Inc.
- $247 Billion
- Q3 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 5,155 shares of ILCB stock, worth $431,061. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,155
Previous 5,255
1.9%
Holding current value
$431,061
Previous $395 Million
3.4%
% of portfolio
0.17%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding ILCB
# of Institutions
180Shares Held
5.62MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY509KShares$42.6 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY437KShares$36.5 Million0.35% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN413KShares$34.5 Million0.01% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD372KShares$31.1 Million5.84% of portfolio
-
Wells Fargo & Company San Francisco, CA364KShares$30.4 Million0.01% of portfolio