Root Financial Partners, LLC Ishares Tr Transaction History

Root Financial Partners, LLC

$938 Billion
Q1 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Root Financial Partners, LLC holds 8,738 shares of SHV stock, worth $965,199. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,738

Previous 9,798 10.82%

Holding current value

$965,199

Previous $1.08 Billion 10.54%

% of portfolio

0.1%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$110.11 - $110.51 $116,716 - $117,140	-1,060 Reduced 10.82%	8,738 $965 Million
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

799

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Root Financial Partners, LLC Ishares Tr Transaction History