Rochester Wealth Strategies, LLC Ishares Core S&P 500 ETF Transaction History
Rochester Wealth Strategies, LLC
- $159 Billion
- Q4 2025
A detailed history of Rochester Wealth Strategies, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Rochester Wealth Strategies, LLC holds 455 shares of IVV stock, worth $307,266. This represents 0.2% of its overall portfolio holdings.
Number of Shares
455
Previous 455
-0.0%
Holding current value
$307,266
Previous $305 Million
2.34%
% of portfolio
0.2%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
4,179Shares Held
798MCall Options Held
3.41MPut Options Held
2.27M-
Black Rock Inc. New York, NY66.4MShares$44.8 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO33.4MShares$22.6 Billion15.18% of portfolio
-
Envestnet Asset Management Inc28.6MShares$19.3 Billion5.91% of portfolio
-
Marshall Wace, LLP London, X027.5MShares$18.6 Billion20.28% of portfolio
-
Morgan Stanley New York, NY24.3MShares$16.4 Billion1.02% of portfolio