Root Financial Partners, LLC Ishares Morningstar Value ETF Transaction History
Root Financial Partners, LLC
- $1.62 Trillion
- Q3 2025
A detailed history of Root Financial Partners, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 935 shares of ILCV stock, worth $86,038. This represents 0.01% of its overall portfolio holdings.
Number of Shares
935Holding current value
$86,038% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
191Shares Held
9.48MCall Options Held
117KPut Options Held
0-
Bank Of America Corp Charlotte, NC826KShares$76 Million0.01% of portfolio
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Equitable Holdings, Inc. New York, NY729KShares$67 Million0.51% of portfolio
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Steele Capital Management, Inc. Dubuque, IA663KShares$61 Million2.65% of portfolio
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Matrix Trust CO661KShares$60.8 Million9.32% of portfolio
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Ubs Group Ag536KShares$49.3 Million0.01% of portfolio