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 728 shares of ITB stock, worth $74,823. This represents 0.0% of its overall portfolio holdings.

Number of Shares

728

Holding current value

$74,823

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$94.18 - $117.14 $68,563 - $85,277	728 New	728 $78.1 Million

Others Institutions Holding ITB

# of Institutions

417

Shares Held

22M

Call Options Held

3.59M

Put Options Held

7.39M

Bank Of America Corp Charlotte, NC

6.96M
Shares

$716 Million
0.05% of portfolio
Morgan Stanley New York, NY

2.57M
Shares

$264 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

1.94M
Shares

$200 Million
0.03% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

1.15M
Shares

$119 Million
0.22% of portfolio
Ubs Group Ag

985K
Shares

$101 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker ITB
Sector ETFs
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Root Financial Partners, LLC Ishares Tr Transaction History