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

Oct 31, 2024
BUY
$520.18 - $576.82 $308,466 - $342,054
593 Added 66.04%
1,491 $860 Million
Q2 2024

Aug 02, 2024
BUY
$497.53 - $549.64 $165,677 - $183,030
333 Added 58.94%
898 $491 Million
Q1 2024

Apr 24, 2024
BUY
$469.56 - $525.73 $469 - $525
1 Added 0.18%
565 $297 Million
Q4 2023

Jan 29, 2024
BUY
$412.55 - $479.0 $232,678 - $270,156
564 New
564 $269 Million

Others Institutions Holding IVV

# of Institutions
3,444
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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