Root Financial Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Root Financial Partners, LLC
- $625 Billion
- Q3 2024
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
Others Institutions Holding IWD
# of Institutions
1,715Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.68 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.25 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.83 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.68 Billion0.13% of portfolio