Cape Investment Advisory, Inc. Ishares Tr Transaction History

Cape Investment Advisory, Inc.

  • $256 Billion
  • Q4 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 700 shares of DVY stock, worth $93,939. This represents 0.04% of its overall portfolio holdings.

Number of Shares
700
Previous 500 40.0%
Holding current value
$93,939
Previous $67.5 Million 36.08%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$129.55 - $143.41 $25,910 - $28,682
200 Added 40.0%
700 $91.9 Million
Q4 2023

Feb 12, 2024
SELL
$102.97 - $119.06 $1,544 - $1,785
-15 Reduced 2.91%
500 $58.6 Million
Q1 2023

Oct 12, 2023
BUY
$110.68 - $126.38 $57,000 - $65,085
515 New
515 $60.3 Million

Others Institutions Holding DVY

# of Institutions
1,398
Shares Held
67.1M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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