Cape Investment Advisory, Inc. Ishares Tr Transaction History

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025

A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 69 shares of SHV stock, worth $7,611. This represents 0.0% of its overall portfolio holdings.

Number of Shares
69
Previous 70 1.43%
Holding current value
$7,611
Previous $7.79 Million 1.85%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025
SELL
$110.06 - $110.46 $110 - $110
-1 Reduced 1.43%
69 $7.64 Million
Q1 2025

May 16, 2025
BUY
$110.11 - $110.51 $7,707 - $7,735
70 New
70 $7.79 Million
Q1 2024

Jun 21, 2024
SELL
$110.11 - $110.57 $27,527 - $27,642
-250 Reduced 92.94%
19 $2.1 Million
Q4 2023

Feb 12, 2024
BUY
$109.86 - $110.59 $29,552 - $29,748
269 New
269 $29.6 Million
Q1 2023

Oct 12, 2023
BUY
$109.94 - $110.5 $2,198 - $2,210
20 New
20 $2.21 Million

Others Institutions Holding SHV

# of Institutions
793
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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