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 129 shares of IWY stock, worth $30,574. This represents 0.01% of its overall portfolio holdings.

Number of Shares
129
Previous 91 41.76%
Holding current value
$30,574
Previous $20 Million 51.61%
% of portfolio
0.01%
Previous 0.01%

Shares

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

About ISHARES TR RUSSELL 200 GROWTH


  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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