Cape Investment Advisory, Inc. Ishares Morningstar Small Cap Transaction History

Cape Investment Advisory, Inc.

  • $247 Billion
  • Q3 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 3,398 shares of ISCG stock, worth $171,293. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,398
Previous 3,417 0.56%
Holding current value
$171,293
Previous $155 Million 7.04%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 14, 2024
SELL
$44.24 - $49.07 $840 - $932
-19 Reduced 0.56%
3,398 $166 Million
Q4 2023

Feb 12, 2024
BUY
$35.43 - $44.69 $70 - $89
2 Added 0.06%
3,417 $150 Million
Q1 2023

Oct 12, 2023
BUY
$35.89 - $41.91 $122,564 - $143,122
3,415 New
3,415 $133 Million

Others Institutions Holding ISCG

# of Institutions
131
Shares Held
7.21M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

ISCG Quotes by TradingView
  • Ticker ISCG
  • Sector ETFs
  • Industry ETFs
More about ISCG
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.

Choose your preferred platform and Sign Up 👇 Telegram Email