Northcape Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Northcape Wealth Management, LLC
- $304 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,635Shares Held
143MCall Options Held
83.1KPut Options Held
28K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.32 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.65 Billion0.85% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.47 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.57 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.28 Billion0.29% of portfolio