Rooted Wealth Advisors, Inc. Ishares Core S&P 500 ETF Transaction History

Rooted Wealth Advisors, Inc.

$275 Million
Q2 2025

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 513 shares of IVV stock, worth $327,042. This represents 0.12% of its overall portfolio holdings.

Number of Shares

513

Previous 488 5.12%

Holding current value

$327,042

Previous $272,000 16.91%

% of portfolio

0.12%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$498.8 - $620.9 $12,470 - $15,522	25 Added 5.12%	513 $318,000
Q1 2025 Apr 08, 2025	SELL	$554.06 - $615.85 $20,500 - $22,786	-37 Reduced 7.05%	488 $272,000
Q4 2024 Jan 30, 2025	BUY	$570.51 - $610.59 $570 - $610	1 Added 0.19%	525 $311,000
Q3 2024 Nov 12, 2024	SELL	$520.18 - $576.82 $224,197 - $248,609	-431 Reduced 45.13%	524 $299,000
Q2 2024 Jul 25, 2024	BUY	$497.53 - $549.64 $177,120 - $195,671	356 Added 59.43%	955 $531,000
Q1 2024 Apr 17, 2024	BUY	$469.56 - $525.73 $281,266 - $314,912	599 New	599 $312,000

Others Institutions Holding IVV

# of Institutions

3,971

Shares Held

814M

Call Options Held

15.3M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Account

Rooted Wealth Advisors, Inc. Ishares Core S&P 500 ETF Transaction History