Root Financial Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Root Financial Partners, LLC

  • $938 Billion
  • Q1 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 3,703 shares of IWD stock, worth $709,050. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,703
Previous 3,558 4.08%
Holding current value
$709,050
Previous $659 Million 5.78%
% of portfolio
0.07%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$182.82 - $196.21 $26,508 - $28,450
145 Added 4.08%
3,703 $697 Million
Q4 2024

Jan 29, 2025
SELL
$183.23 - $199.79 $36,829 - $40,157
-201 Reduced 5.35%
3,558 $659 Million
Q3 2024

Oct 31, 2024
BUY
$173.36 - $189.8 $294,885 - $322,849
1,701 Added 82.65%
3,759 $713 Million
Q2 2024

Aug 02, 2024
BUY
$169.4 - $179.05 $33,541 - $35,451
198 Added 10.65%
2,058 $359 Million
Q1 2024

Apr 24, 2024
BUY
$161.84 - $179.11 $301,022 - $333,144
1,860 New
1,860 $333 Million

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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