Cape Investment Advisory, Inc.
Position in ISCB — iShares Morningstar Small-Cap ETF
CIK 1944437
MCDONOUGH, GA
All Filings in ISCB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 ISCB | $19,503 | 300 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 ISCB | $17,484 | 300 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 ISCB | $16,254 | 300 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 ISCB | $17,598 | 300 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 ISCB | $17,607 | 300 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 ISCB | $16,161 | 300 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 ISCB | $16,863 | 300 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 ISCB | $16,083 | 300 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 ISCB | $14,124 | 300 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 ISCB | $14,916 | 300 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 ISCB | $14,220 | 300 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||