Root Financial Partners, LLC Ishares Tr Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Root Financial Partners, LLC holds 37 shares of DVY stock, worth $5,187. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$5,187

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$133.88 - $142.57 $4,953 - $5,275	37 New	37 $5.26 Million

Others Institutions Holding DVY

# of Institutions

1,496

Shares Held

70.5M

Call Options Held

1.12M

Put Options Held

114K

Bank Of America Corp Charlotte, NC

7.84M
Shares

$1.1 Billion
0.08% of portfolio
Morgan Stanley New York, NY

6.3M
Shares

$883 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

3.76M
Shares

$528 Million
0.11% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.67M
Shares

$515 Million
0.32% of portfolio
Northern Trust Corp Chicago, IL

3.09M
Shares

$433 Million
0.06% of portfolio

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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Root Financial Partners, LLC Ishares Tr Transaction History