Cape Investment Advisory, Inc. Ishares Core S&P Total U.S. St Transaction History
Cape Investment Advisory, Inc.
- $102 Billion
- Q3 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 304 shares of ITOT stock, worth $44,490. This represents 0.04% of its overall portfolio holdings.
Number of Shares
304
Previous 412
26.21%
Holding current value
$44,490
Previous $55.6 Million
20.37%
% of portfolio
0.04%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding ITOT
# of Institutions
1,703Shares Held
334MCall Options Held
61.7KPut Options Held
36K-
Wells Fargo & Company San Francisco, CA63.2MShares$9.25 Billion1.81% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 Billion0.13% of portfolio
-
Betterment LLC New York, NY10.9MShares$1.6 Billion3.15% of portfolio
-
Morgan Stanley New York, NY10.7MShares$1.57 Billion0.1% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.54 Billion3.7% of portfolio