A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 196 shares of USIG stock, worth $9,970. This represents 0.0% of its overall portfolio holdings.

Number of Shares
196
Previous 188 4.26%
Holding current value
$9,970
Previous $9.44 Million 9.19%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$49.82 - $52.8 $398 - $422
8 Added 4.26%
196 $10.3 Million
Q2 2024

Aug 14, 2024

BUY
$49.21 - $50.7 $836 - $861
17 Added 9.94%
188 $9.44 Million
Q4 2023

Feb 12, 2024

SELL
$46.72 - $51.48 $9,063 - $9,987
-194 Reduced 53.15%
171 $8.77 Million
Q3 2023

Nov 06, 2023

BUY
$48.03 - $50.28 $10,230 - $10,709
213 Added 140.13%
365 $17.5 Million
Q2 2023

Oct 12, 2023

BUY
$49.44 - $51.04 $7,514 - $7,758
152 New
152 $7.61 Million

Others Institutions Holding USIG

About ISHARES TR BROAD USD INBD ETFV


  • Ticker USIG
  • Sector ETFs
  • Industry ETFs
More about USIG
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.