Cape Investment Advisory, Inc. Ishares Tr Transaction History

Cape Investment Advisory, Inc.

  • $214 Billion
  • Q1 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 547 shares of IYR stock, worth $47,709. This represents 0.02% of its overall portfolio holdings.

Number of Shares
547
Previous 504 8.53%
Holding current value
$47,709
Previous $46.1 Million 6.74%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 21, 2024
BUY
$85.32 - $92.22 $3,668 - $3,965
43 Added 8.53%
547 $49.2 Million
Q4 2023

Feb 12, 2024
BUY
$73.28 - $92.46 $3,151 - $3,975
43 Added 9.33%
504 $46.1 Million
Q3 2023

Nov 06, 2023
BUY
$77.12 - $89.86 $154 - $179
2 Added 0.44%
461 $36 Million
Q2 2023

Oct 12, 2023
SELL
$80.51 - $86.54 $1,207 - $1,298
-15 Reduced 3.16%
459 $39.7 Million
Q1 2023

Oct 12, 2023
BUY
$78.73 - $95.24 $37,318 - $45,143
474 New
474 $40.2 Million

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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