Root Financial Partners, LLC Ishares Russell 2000 ETF Transaction History

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 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 1,964 shares of IWM stock, worth $468,060. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,964
Previous 1,777 10.52%
Holding current value
$468,060
Previous $354 Million 19.57%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$174.82 - $215.79 $32,691 - $40,352
187 Added 10.52%
1,964 $424 Million
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
2,922
Shares Held
303M
Call Options Held
285M
Put Options Held
617M
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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