Root Financial Partners, LLC Ishares Russell 2000 ETF Transaction History

Root Financial Partners, LLC

  • $938 Billion
  • Q1 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,777 shares of IWM stock, worth $387,403. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,777
Previous 1,632 8.88%
Holding current value
$387,403
Previous $361 Million 1.72%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$198.1 - $229.79 $28,724 - $33,319
145 Added 8.88%
1,777 $354 Million
Q4 2024

Jan 29, 2025
BUY
$216.13 - $242.4 $109,361 - $122,654
506 Added 44.94%
1,632 $361 Million
Q3 2024

Oct 31, 2024
BUY
$200.87 - $224.6 $226,179 - $252,899
1,126 New
1,126 $249 Million

Others Institutions Holding IWM

# of Institutions
2,862
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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