Cape Investment Advisory, Inc. Ishares Core S&P 500 ETF Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 2,191 shares of IVV stock, worth $1.34 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
2,191
Previous 2,284
4.07%
Holding current value
$1.34 Million
Previous $1.32 Billion
2.14%
% of portfolio
0.5%
Previous 0.53%
Shares
8 transactions
Others Institutions Holding IVV
# of Institutions
3,751Shares Held
730MCall Options Held
1.48MPut Options Held
1.18M-
Black Rock Inc. New York, NY66.4MShares$40.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$20.5 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$18.7 Billion15.25% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.3 Billion1.06% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$14.5 Billion17.72% of portfolio