Cape Investment Advisory, Inc. Ishares Russell 1000 Gr ETF Transaction History

Cape Investment Advisory, Inc.

$251 Billion
Q1 2025

A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 95 shares of IWF stock, worth $37,842. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Previous 134 29.1%

Holding current value

$37,842

Previous $53.8 Million 36.23%

% of portfolio

0.01%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 16, 2025	SELL	$360.07 - $417.26 $14,042 - $16,273	-39 Reduced 29.1%	95 $34.3 Million
Q4 2024 Feb 05, 2025	BUY	$370.24 - $418.94 $19,622 - $22,203	53 Added 65.43%	134 $53.8 Million
Q3 2024 Nov 14, 2024	BUY	$332.02 - $382.76 $21,581 - $24,879	65 Added 406.25%	81 $30.4 Million
Q1 2024 Jun 21, 2024	SELL	$294.43 - $339.01 $5,299 - $6,102	-18 Reduced 52.94%	16 $5.39 Million
Q4 2023 Feb 12, 2024	SELL	$256.94 - $304.21 $32,631 - $38,634	-127 Reduced 78.88%	34 $10.3 Million
Q1 2023 Oct 12, 2023	BUY	$209.92 - $244.33 $33,797 - $39,337	161 New	161 $39.3 Million

Others Institutions Holding IWF

# of Institutions

2,434

Shares Held

213M

Call Options Held

356K

Put Options Held

86.1K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Cape Investment Advisory, Inc. Ishares Russell 1000 Gr ETF Transaction History