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

Cape Investment Advisory, Inc.

  • $247 Billion
  • Q3 2024

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 91 shares of IWY stock, worth $21,490. This represents 0.01% of its overall portfolio holdings.

Number of Shares
91
Previous 60 51.67%
Holding current value
$21,490
Previous $12.9 Million 55.68%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
530
Shares Held
49.9M
Call Options Held
12.3K
Put Options Held
5.1K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
Track This Portfolio

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email