Root Financial Partners, LLC Ishares Tr Transaction History

Root Financial Partners, LLC

  • $337 Billion
  • Q1 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 7,104 shares of SHV stock, worth $784,992. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,104
Previous 6,458 10.0%
Holding current value
$784,992
Previous $711 Million 10.41%
% of portfolio
0.23%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
710
Shares Held
94.4M
Call Options Held
0
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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