Cape Investment Advisory, Inc. Ishares S&P 500 Value ETF Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 1,176 shares of IVE stock, worth $228,179. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,176
Previous 1,220
3.61%
Holding current value
$228,179
Previous $241 Million
6.68%
% of portfolio
0.09%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding IVE
# of Institutions
1,670Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.27 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.61 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.52 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.58 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.26 Billion0.29% of portfolio