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
Others Institutions Holding SHV
# of Institutions
732Shares Held
103MCall Options Held
3.8KPut Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Jpmorgan Chase & CO New York, NY9.03MShares$998 Million0.08% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$838 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.26MShares$691 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA3.71MShares$410 Million0.09% of portfolio