Roth Financial Partners LLC Ishares Core S&P 500 ETF Transaction History
Roth Financial Partners LLC
- $251 Million
- Q4 2024
A detailed history of Roth Financial Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Roth Financial Partners LLC holds 91,461 shares of IVV stock, worth $52.9 Million. This represents 21.42% of its overall portfolio holdings.
Number of Shares
91,461
Previous 85,907
6.47%
Holding current value
$52.9 Million
Previous $49.6 Million
8.66%
% of portfolio
21.42%
Previous 20.19%
Shares
17 transactions
Others Institutions Holding IVV
# of Institutions
3,859Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$38.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$19.4 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17.7 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$16.1 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.7 Billion17.72% of portfolio