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 3,759 shares of IWD stock, worth $737,177. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,759
Previous 2,058 82.65%
Holding current value
$737,177
Previous $359 Million 98.68%
% of portfolio
0.11%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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