Rolek Wealth Management LLC Ishares Core S&P 500 ETF Transaction History
Rolek Wealth Management LLC
- $116 Billion
- Q2 2025
A detailed history of Rolek Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Rolek Wealth Management LLC holds 578 shares of IVV stock, worth $370,064. This represents 0.31% of its overall portfolio holdings.
Number of Shares
578
Previous 495
16.77%
Holding current value
$370,064
Previous $268 Million
34.02%
% of portfolio
0.31%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
4,012Shares Held
744MCall Options Held
4.2MPut Options Held
2.84M-
Black Rock Inc. New York, NY66.4MShares$42.5 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO32.5MShares$20.8 Billion14.88% of portfolio
-
Envestnet Asset Management Inc28.4MShares$18.2 Billion5.4% of portfolio
-
Morgan Stanley New York, NY24.8MShares$15.9 Billion1.04% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$15.3 Billion1.05% of portfolio