Root Financial Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 3,675 shares of IWD stock, worth $752,603. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,675

Previous 2,311 59.02%

Holding current value

$752,603

Previous $449 Million 66.66%

% of portfolio

0.05%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$192.76 - $203.86 $262,924 - $278,065	1,364 Added 59.02%	3,675 $748 Million
Q2 2025 Aug 11, 2025	SELL	$166.82 - $194.23 $232,213 - $270,368	-1,392 Reduced 37.59%	2,311 $449 Million
Q1 2025 Apr 24, 2025	BUY	$182.82 - $196.21 $26,508 - $28,450	145 Added 4.08%	3,703 $697 Million
Q4 2024 Jan 29, 2025	SELL	$183.23 - $199.79 $36,829 - $40,157	-201 Reduced 5.35%	3,558 $659 Million
Q3 2024 Oct 31, 2024	BUY	$173.36 - $189.8 $294,885 - $322,849	1,701 Added 82.65%	3,759 $713 Million

Q2 2024 Aug 02, 2024	BUY	$169.4 - $179.05 $33,541 - $35,451	198 Added 10.65%	2,058 $359 Million
Q1 2024 Apr 24, 2024	BUY	$161.84 - $179.11 $301,022 - $333,144	1,860 New	1,860 $333 Million

Others Institutions Holding IWD

# of Institutions

1,997

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
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Root Financial Partners, LLC Ishares Russell 1000 Val ETF Transaction History