Cape Investment Advisory, Inc. Ishares Russell 1000 Val ETF Transaction History

Cape Investment Advisory, Inc.

  • $256 Billion
  • Q4 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 67 shares of IWD stock, worth $12,968. This represents 0.0% of its overall portfolio holdings.

Number of Shares
67
Holding current value
$12,968
% of portfolio
0.0%

Shares

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

Feb 05, 2025
BUY
$183.23 - $199.79 $12,276 - $13,385
67 New
67 $12.4 Million
Q4 2023

Feb 12, 2024
SELL
$143.69 - $165.7 $33,910 - $39,105
-236 Reduced 93.28%
17 $2.81 Million
Q1 2023

Oct 12, 2023
BUY
$145.2 - $161.56 $36,735 - $40,874
253 New
253 $38.5 Million

Others Institutions Holding IWD

# of Institutions
1,815
Shares Held
265M
Call Options Held
658K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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