Cape Investment Advisory, Inc. Ishares Tr Russell 200 Growth Transaction History

Cape Investment Advisory, Inc.

  • $251 Billion
  • Q1 2025

A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 105 shares of IWY stock, worth $27,195. This represents 0.01% of its overall portfolio holdings.

Number of Shares
105
Previous 129 18.6%
Holding current value
$27,195
Previous $30.4 Million 26.96%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025
SELL
$210.19 - $243.33 $5,044 - $5,839
-24 Reduced 18.6%
105 $22.2 Million
Q4 2024

Feb 05, 2025
BUY
$216.72 - $244.71 $8,235 - $9,298
38 Added 41.76%
129 $30.4 Million
Q3 2024

Nov 14, 2024
BUY
$194.66 - $225.97 $6,034 - $7,005
31 Added 51.67%
91 $20 Million
Q1 2024

Jun 21, 2024
BUY
$170.38 - $196.82 $170 - $196
1 Added 1.69%
60 $11.7 Million
Q4 2023

Feb 12, 2024
BUY
$149.01 - $175.92 $3,129 - $3,694
21 Added 55.26%
59 $10.3 Million
Q3 2023

Nov 06, 2023
BUY
$152.69 - $164.44 $5,802 - $6,248
38 New
38 $5.85 Million

Others Institutions Holding IWY

# of Institutions
615
Shares Held
52.2M
Call Options Held
7.6K
Put Options Held
7.8K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
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More about IWY
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