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 $892,378. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,491
Previous 898 66.04%
Holding current value
$892,378
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
3,395
Shares Held
669M
Call Options Held
714K
Put Options Held
952K
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email