Root Financial Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Root Financial Partners, LLC holds 10,762 shares of SHY stock, worth $891,416. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,762
Previous 9,779 10.05%
Holding current value
$891,416
Previous $810 Million 10.19%
% of portfolio
0.06%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$82.38 - $83.0 $80,979 - $81,589
983 Added 10.05%
10,762 $893 Million
Q2 2025

Aug 11, 2025
SELL
$82.21 - $83.12 $89,691 - $90,683
-1,091 Reduced 10.04%
9,779 $810 Million
Q1 2025

Apr 24, 2025
BUY
$81.83 - $82.73 $62,763 - $63,453
767 Added 7.59%
10,870 $899 Million
Q4 2024

Jan 29, 2025
BUY
$81.68 - $82.93 $825,213 - $837,841
10,103 New
10,103 $828 Million

Others Institutions Holding SHY

# of Institutions
1,341
Shares Held
245M
Call Options Held
257K
Put Options Held
212K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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