Cape Investment Advisory, Inc. Ishare Morningstar Mid Cap Gro Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 12,229 shares of IMCG stock, worth $871,805. This represents 0.36% of its overall portfolio holdings.
Number of Shares
12,229
Previous 12,328
0.8%
Holding current value
$871,805
Previous $900 Million
2.68%
% of portfolio
0.36%
Previous 0.36%
Shares
8 transactions
Others Institutions Holding IMCG
# of Institutions
380Shares Held
21.2MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.39MShares$99.4 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.19MShares$84.8 Million0.04% of portfolio
-
Morgan Stanley New York, NY914KShares$65.2 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL904KShares$64.4 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL696KShares$49.6 Million0.07% of portfolio