Cape Investment Advisory, Inc. Ishares Tr Ishares Morningstar Transaction History
Cape Investment Advisory, Inc.
- $251 Billion
- Q1 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 188 shares of IYLD stock, worth $3,842. This represents 0.0% of its overall portfolio holdings.
Number of Shares
188
Previous 188
-0.0%
Holding current value
$3,842
Previous $3.66 Million
3.09%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IYLD
# of Institutions
58Shares Held
1.55MCall Options Held
0Put Options Held
0-
Elevation Capital Advisory, LLC Bend, OR269KShares$5.49 Million2.35% of portfolio
-
Bank Of America Corp Charlotte, NC202KShares$4.14 Million0.0% of portfolio
-
Morgan Stanley New York, NY181KShares$3.69 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC84.2KShares$1.72 Million0.0% of portfolio
-
Kestra Advisory Services, LLC73.6KShares$1.5 Million0.01% of portfolio