Cape Investment Advisory, Inc. Ishares Tr Transaction History

Cape Investment Advisory, Inc.

  • $247 Billion
  • Q3 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 463 shares of IYR stock, worth $43,420. This represents 0.02% of its overall portfolio holdings.

Number of Shares
463
Previous 556 16.73%
Holding current value
$43,420
Previous $48.8 Million 3.31%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$86.93 - $103.61 $8,084 - $9,635
-93 Reduced 16.73%
463 $47.2 Million
Q2 2024

Aug 14, 2024
BUY
$81.6 - $89.23 $734 - $803
9 Added 1.65%
556 $48.8 Million
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
598
Shares Held
57.1M
Call Options Held
11.4M
Put Options Held
13.1M
View Full List

About ISHARES TR

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