Rooted Wealth Advisors, Inc. Ishares Core S&P 500 ETF Transaction History
Rooted Wealth Advisors, Inc.
- $227 Million
- Q2 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 955 shares of IVV stock, worth $547,979. This represents 0.23% of its overall portfolio holdings.
Number of Shares
955
Previous 599
59.43%
Holding current value
$547,979
Previous $312,000
70.19%
% of portfolio
0.23%
Previous 0.15%
Shares
2 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