Cape Investment Advisory, Inc. Ishares S&P 500 Growth ETF Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 4,444 shares of IVW stock, worth $532,213. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,444
Previous 4,851
8.39%
Holding current value
$532,213
Previous $450 Million
8.66%
% of portfolio
0.18%
Previous 0.18%
Shares
9 transactions
Others Institutions Holding IVW
# of Institutions
2,137Shares Held
423MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.43 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.25 Billion0.32% of portfolio
-
Morgan Stanley New York, NY34MShares$4.07 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.24 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.23 Billion0.72% of portfolio