Root Financial Partners, LLC Ishares Tr Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 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 8,911 shares of IEFA stock, worth $790,851. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,911

Previous 7,684 15.97%

Holding current value

$790,851

Previous $641 Million 21.28%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$81.7 - $87.53 $100,245 - $107,399	1,227 Added 15.97%	8,911 $778 Million
Q2 2025 Aug 11, 2025	SELL	$67.83 - $84.09 $74,545 - $92,414	-1,099 Reduced 12.51%	7,684 $641 Million
Q1 2025 Apr 24, 2025	BUY	$69.57 - $78.65 $231,946 - $262,219	3,334 Added 61.19%	8,783 $665 Million
Q4 2024 Jan 29, 2025	BUY	$70.06 - $77.43 $112,236 - $124,042	1,602 Added 41.64%	5,449 $383 Million
Q3 2024 Oct 31, 2024	SELL	$70.09 - $78.74 $106,957 - $120,157	-1,526 Reduced 28.4%	3,847 $300 Million

Q2 2024 Aug 02, 2024	BUY	$70.77 - $76.19 $28,024 - $30,171	396 Added 7.96%	5,373 $390 Million
Q1 2024 Apr 24, 2024	BUY	$68.14 - $74.43 $339,132 - $370,438	4,977 New	4,977 $369 Million

Others Institutions Holding IEFA

# of Institutions

2,414

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

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About ISHARES TR

Ticker IEFA
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Root Financial Partners, LLC Ishares Tr Transaction History