Root Financial Partners, LLC Ishares Core S&P 500 ETF Transaction History

Root Financial Partners, LLC

$807 Billion
Q4 2024

A detailed history of Root Financial Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,529 shares of IVV stock, worth $895,825. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,529

Previous 1,491 2.55%

Holding current value

$895,825

Previous $860 Million 4.65%

% of portfolio

0.11%

Previous 0.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$570.51 - $610.59 $21,679 - $23,202	38 Added 2.55%	1,529 $900 Million
Q3 2024 Oct 31, 2024	BUY	$520.18 - $576.82 $308,466 - $342,054	593 Added 66.04%	1,491 $860 Million
Q2 2024 Aug 02, 2024	BUY	$497.53 - $549.64 $165,677 - $183,030	333 Added 58.94%	898 $491 Million
Q1 2024 Apr 24, 2024	BUY	$469.56 - $525.73 $469 - $525	1 Added 0.18%	565 $297 Million
Q4 2023 Jan 29, 2024	BUY	$412.55 - $479.0 $232,678 - $270,156	564 New	564 $269 Million

Others Institutions Holding IVV

# of Institutions

3,849

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Root Financial Partners, LLC Ishares Core S&P 500 ETF Transaction History