Cape Investment Advisory, Inc. Ishares Morningstar U.S. Equit Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 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 $437,762. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,155
Previous 5,155
-0.0%
Holding current value
$437,762
Previous $408 Million
2.44%
% of portfolio
0.16%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding ILCB
# of Institutions
192Shares Held
7.01MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.26MShares$107 Million0.04% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD506KShares$43 Million8.19% of portfolio
-
Morgan Stanley New York, NY499KShares$42.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA494KShares$42 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN406KShares$34.5 Million0.01% of portfolio