Root Financial Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Root Financial Partners, LLC

$938 Billion
Q1 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Root Financial Partners, LLC holds 40,295 shares of SGOV stock, worth $4.06 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

40,295

Previous 45,460 11.36%

Holding current value

$4.06 Million

Previous $4.56 Billion 11.05%

% of portfolio

0.43%

Previous 0.57%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$100.34 - $100.68 $518,256 - $520,012	-5,165 Reduced 11.36%	40,295 $4.06 Billion
Q4 2024 Jan 29, 2025	BUY	$100.16 - $100.7 $1.65 Million - $1.66 Million	16,490 Added 56.92%	45,460 $4.56 Billion
Q3 2024 Oct 31, 2024	BUY	$100.3 - $100.74 $598,490 - $601,115	5,967 Added 25.94%	28,970 $2.92 Billion
Q2 2024 Aug 02, 2024	BUY	$100.29 - $100.75 $65,689 - $65,991	655 Added 2.93%	23,003 $2.32 Billion
Q1 2024 Apr 24, 2024	BUY	$100.29 - $100.71 $533,041 - $535,273	5,315 Added 31.2%	22,348 $2.25 Billion
Q4 2023 Jan 29, 2024	BUY	$100.05 - $100.73 $553,776 - $557,540	5,535 Added 48.14%	17,033 $1.71 Billion
Q3 2023 Oct 19, 2023	SELL	$100.2 - $100.67 $21,242 - $21,342	-212 Reduced 1.81%	11,498 $1.16 Billion
Q2 2023 Jul 26, 2023	BUY	$100.18 - $100.63 $1.17 Million - $1.18 Million	11,710 New	11,710 $1.18 Billion

Others Institutions Holding SGOV

# of Institutions

902

Shares Held

151M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Root Financial Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History