Root Financial Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Root Financial Partners, LLC
- $427 Billion
- Q2 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 2,058 shares of IWD stock, worth $389,003. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,058
Previous 1,860
10.65%
Holding current value
$389,003
Previous $333 Million
7.78%
% of portfolio
0.08%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.49 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.16 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.98 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.83 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.7 Billion0.14% of portfolio