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

Root Financial Partners, LLC

  • $337 Billion
  • Q1 2024

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 22,348 shares of SGOV stock, worth $2.24 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
22,348
Previous 17,033 31.2%
Holding current value
$2.24 Million
Previous $1.71 Billion 31.78%
% of portfolio
0.67%
Previous 0.64%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
601
Shares Held
79.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

SGOV Quotes by TradingView
  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
Track This Portfolio

Track Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email