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 4,233 shares of IDV stock, worth $154,419. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,233

Holding current value

$154,419

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$34.54 - $37.28 $146,207 - $157,806	4,233 New	4,233 $155 Million

Others Institutions Holding IDV

# of Institutions

575

Shares Held

97.5M

Call Options Held

23.6K

Put Options Held

166K

Bank Of America Corp Charlotte, NC

12.4M
Shares

$453 Million
0.03% of portfolio
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL

8.45M
Shares

$308 Million
0.41% of portfolio
Morgan Stanley New York, NY

7.02M
Shares

$256 Million
0.02% of portfolio
Envestnet Asset Management Inc

4.79M
Shares

$175 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.95M
Shares

$144 Million
0.04% of portfolio

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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Root Financial Partners, LLC Ishares Tr Transaction History