Cape Investment Advisory, Inc. Ishares Tr Russell 200 Value E Transaction History
Cape Investment Advisory, Inc.
- $251 Billion
- Q1 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 45 shares of IWX stock, worth $3,575. This represents 0.0% of its overall portfolio holdings.
Number of Shares
45Holding current value
$3,575% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding IWX
# of Institutions
233Shares Held
49.4MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC11.2MShares$887 Million2.87% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$645 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.27MShares$498 Million2.17% of portfolio
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First Citizens Bank & Trust CO5.84MShares$464 Million8.06% of portfolio
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Envestnet Asset Management Inc4.09MShares$325 Million0.11% of portfolio