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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
$620.67 - $670.08 $620 - $670
1 Added 0.22%
455 $305 Million
Q2 2025

Jul 22, 2025

BUY
$498.8 - $620.9 $498 - $620
1 Added 0.22%
454 $282 Million
Q1 2025

Apr 25, 2025

BUY
$554.06 - $615.85 $250,989 - $278,980
453 New
453 $254 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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