Cape Investment Advisory, Inc. Ishare Morningstar Mid Cap Gro Transaction History
Cape Investment Advisory, Inc.
- $251 Billion
- Q1 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 11,708 shares of IMCG stock, worth $906,433. This represents 0.33% of its overall portfolio holdings.
Number of Shares
11,708
Previous 12,229
4.26%
Holding current value
$906,433
Previous $924 Million
9.46%
% of portfolio
0.33%
Previous 0.36%
Shares
9 transactions
Others Institutions Holding IMCG
# of Institutions
391Shares Held
22.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.01MShares$156 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$142 Million0.04% of portfolio
-
Morgan Stanley New York, NY971KShares$75.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL943KShares$73 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO727KShares$56.3 Million0.04% of portfolio