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%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$620.67 - $670.08 $30,412 - $32,833	-49 Reduced 9.55%	464 $310,000
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

4,050

Shares Held

742M

Call Options Held

4.19M

Put Options Held

2.82M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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