Cape Investment Advisory, Inc. Ishares Russell 2000 ETF Transaction History

Cape Investment Advisory, Inc.

  • $223 Billion
  • Q2 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 225 shares of IWM stock, worth $49,907. This represents 0.02% of its overall portfolio holdings.

Number of Shares
225
Previous 672 66.52%
Holding current value
$49,907
Previous $141 Million 67.69%
% of portfolio
0.02%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$192.84 - $209.44 $86,199 - $93,619
-447 Reduced 66.52%
225 $45.7 Million
Q1 2024

Jun 21, 2024
SELL
$189.48 - $210.3 $29,369 - $32,596
-155 Reduced 18.74%
672 $141 Million
Q4 2023

Feb 12, 2024
BUY
$162.21 - $204.82 $76,076 - $96,060
469 Added 131.01%
827 $166 Million
Q3 2023

Nov 06, 2023
SELL
$174.36 - $198.71 $56,143 - $63,984
-322 Reduced 47.35%
358 $63.4 Million
Q2 2023

Oct 12, 2023
BUY
$170.4 - $187.93 $12,098 - $13,343
71 Added 11.66%
680 $127 Million
Q1 2023

Oct 12, 2023
BUY
$170.25 - $198.32 $103,682 - $120,776
609 New
609 $109 Million

Others Institutions Holding IWM

# of Institutions
2,569
Shares Held
297M
Call Options Held
229M
Put Options Held
363M
View Full List

About ISHARES RUSSELL 2000 ETF

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