Root Financial Partners, LLC Ishares Core S&P 500 ETF Transaction History
Root Financial Partners, LLC
- $625 Billion
- Q3 2024
A detailed history of Root Financial Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,491 shares of IVV stock, worth $891,096. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,491
Previous 898
66.04%
Holding current value
$891,096
Previous $491 Million
75.09%
% of portfolio
0.14%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding IVV
# of Institutions
3,444Shares Held
687MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.7 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.5 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.1 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.9 Billion1.06% of portfolio