Root Financial Partners, LLC Ishares Tr Transaction History

Root Financial Partners, LLC

  • $807 Billion
  • Q4 2024

A detailed history of Root Financial Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Root Financial Partners, LLC holds 9,798 shares of SHV stock, worth $1.08 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,798
Previous 6,657 47.18%
Holding current value
$1.08 Million
Previous $736 Million 46.49%
% of portfolio
0.13%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$109.92 - $110.57 $345,258 - $347,300
3,141 Added 47.18%
9,798 $1.08 Billion
Q3 2024

Oct 31, 2024
SELL
$110.05 - $110.63 $46,221 - $46,464
-420 Reduced 5.93%
6,657 $736 Million
Q2 2024

Aug 02, 2024
SELL
$110.04 - $110.51 $2,971 - $2,983
-27 Reduced 0.38%
7,077 $782 Million
Q1 2024

Apr 24, 2024
BUY
$110.11 - $110.57 $71,131 - $71,428
646 Added 10.0%
7,104 $785 Million
Q4 2023

Jan 29, 2024
BUY
$109.86 - $110.59 $68,332 - $68,786
622 Added 10.66%
6,458 $711 Million
Q3 2023

Oct 19, 2023
BUY
$109.99 - $110.5 $641,901 - $644,878
5,836 New
5,836 $645 Million

Others Institutions Holding SHV

# of Institutions
768
Shares Held
95.1M
Call Options Held
2K
Put Options Held
0
View Full List

About ISHARES TR

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