Cape Investment Advisory, Inc. Ishares Core S&P 500 ETF Transaction History
Cape Investment Advisory, Inc.
- $102 Billion
- Q3 2025
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 3,325 shares of IVV stock, worth $2.25 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
3,325
Previous 2,807
18.45%
Holding current value
$2.25 Million
Previous $1.74 Billion
27.67%
% of portfolio
2.19%
Previous 0.64%
Shares
11 transactions
Others Institutions Holding IVV
# of Institutions
4,136Shares Held
789MCall Options Held
3.41MPut Options Held
2.27M-
Black Rock Inc. New York, NY66.4MShares$44.8 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO33.4MShares$22.6 Billion15.18% of portfolio
-
Envestnet Asset Management Inc28.6MShares$19.3 Billion5.91% of portfolio
-
Marshall Wace, LLP London, X027.5MShares$18.6 Billion20.28% of portfolio
-
Morgan Stanley New York, NY24.3MShares$16.4 Billion1.02% of portfolio