Root Financial Partners, LLC Ishares Core S&P 500 ETF Transaction History
Root Financial Partners, LLC
- $427 Billion
- Q2 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 898 shares of IVV stock, worth $515,272. This represents 0.12% of its overall portfolio holdings.
Number of Shares
898
Previous 565
58.94%
Holding current value
$515,272
Previous $297 Million
65.44%
% of portfolio
0.12%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
3,326Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio