Cape Investment Advisory, Inc. Ishares Russell 3000 ETF Transaction History

Cape Investment Advisory, Inc.

  • $256 Billion
  • Q4 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 302 shares of IWV stock, worth $96,996. This represents 0.04% of its overall portfolio holdings.

Number of Shares
302
Previous 294 2.72%
Holding current value
$96,996
Previous $96.2 Million 4.89%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$323.08 - $349.08 $2,584 - $2,792
8 Added 2.72%
302 $101 Million
Q3 2024

Nov 14, 2024
BUY
$294.75 - $326.73 $1,768 - $1,960
6 Added 2.08%
294 $96.2 Million
Q1 2024

Jun 21, 2024
BUY
$268.36 - $300.08 $268 - $300
1 Added 0.35%
288 $86.3 Million
Q4 2023

Feb 12, 2024
BUY
$234.36 - $274.87 $234 - $274
1 Added 0.35%
287 $78.6 Million
Q1 2023

Oct 12, 2023
BUY
$218.83 - $242.18 $62,585 - $69,263
286 New
286 $67.3 Million

Others Institutions Holding IWV

# of Institutions
930
Shares Held
27.1M
Call Options Held
17.4K
Put Options Held
6.4K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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