Cape Investment Advisory, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Cape Investment Advisory, Inc.

  • $223 Billion
  • Q2 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 17 shares of USMV stock, worth $1,542. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17
Previous 27 37.04%
Holding current value
$1,542
Previous $2.26 Million 36.77%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2024
SELL
$79.92 - $84.63 $799 - $846
-10 Reduced 37.04%
17 $1.43 Million
Q1 2024

Jun 21, 2024
SELL
$77.86 - $83.58 $59,251 - $63,604
-761 Reduced 96.57%
27 $2.26 Million
Q4 2023

Feb 12, 2024
SELL
$70.56 - $78.63 $43,676 - $48,671
-619 Reduced 43.99%
788 $61.5 Million
Q3 2023

Nov 06, 2023
SELL
$72.38 - $76.06 $1,230 - $1,293
-17 Reduced 1.19%
1,407 $102 Million
Q2 2023

Oct 12, 2023
BUY
$71.44 - $74.33 $11,501 - $11,967
161 Added 12.75%
1,424 $106 Million
Q1 2023

Oct 12, 2023
BUY
$69.12 - $73.78 $87,298 - $93,184
1,263 New
1,263 $91.9 Million

Others Institutions Holding USMV

# of Institutions
1,252
Shares Held
203M
Call Options Held
16.1K
Put Options Held
3.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

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