Rooted Wealth Advisors, Inc. Ishares Core S&P 500 ETF Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 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 464 shares of IVV stock, worth $308,086. This represents 0.1% of its overall portfolio holdings.
Number of Shares
464
Previous 513
9.55%
Holding current value
$308,086
Previous $318,000
2.52%
% of portfolio
0.1%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding IVV
# of Institutions
4,050Shares Held
742MCall Options Held
4.19MPut Options Held
2.82M-
Black Rock Inc. New York, NY66.4MShares$44.1 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO32.5MShares$21.6 Billion14.88% of portfolio
-
Envestnet Asset Management Inc28.4MShares$18.8 Billion5.4% of portfolio
-
Morgan Stanley New York, NY24.8MShares$16.4 Billion1.04% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$15.9 Billion1.05% of portfolio