Cape Investment Advisory, Inc. Ishares Morningstar Small Cap Transaction History
Cape Investment Advisory, Inc.
- $247 Billion
- Q3 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 3,398 shares of ISCG stock, worth $176,152. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,398
Previous 3,417
0.56%
Holding current value
$176,152
Previous $155 Million
7.04%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding ISCG
# of Institutions
131Shares Held
7.21MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.08MShares$56.2 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO423KShares$21.9 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC388KShares$20.1 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.378KShares$19.6 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$18.4 Million0.01% of portfolio