Cape Investment Advisory, Inc. Ishares Morningstar Mid Cap Va Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 4,258 shares of IMCV stock, worth $335,274. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,258
Previous 4,257
0.02%
Holding current value
$335,274
Previous $316 Million
2.44%
% of portfolio
0.12%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding IMCV
# of Institutions
170Shares Held
6.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY680KShares$53.5 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL396KShares$31.2 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY390KShares$30.7 Million0.26% of portfolio
-
Orgel Wealth Management, LLC360KShares$28.4 Million0.7% of portfolio
-
Commonwealth Equity Services, LLC270KShares$21.3 Million0.03% of portfolio