Rooted Wealth Advisors, Inc. Ishares Core S&P 500 ETF Transaction History

Rooted Wealth Advisors, Inc.

  • $224 Million
  • Q3 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 524 shares of IVV stock, worth $313,168. This represents 0.13% of its overall portfolio holdings.

Number of Shares
524
Previous 955 45.13%
Holding current value
$313,168
Previous $531,000 43.69%
% of portfolio
0.13%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$520.18 - $576.82 $224,197 - $248,609
-431 Reduced 45.13%
524 $299,000
Q2 2024

Jul 25, 2024
BUY
$497.53 - $549.64 $177,120 - $195,671
356 Added 59.43%
955 $531,000
Q1 2024

Apr 17, 2024
BUY
$469.56 - $525.73 $281,266 - $314,912
599 New
599 $312,000

Others Institutions Holding IVV

# of Institutions
3,445
Shares Held
687M
Call Options Held
1.45M
Put Options Held
1.1M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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