Roxbury Financial LLC Ishares Tr Transaction History

Roxbury Financial LLC

$111 Billion
Q4 2025

A detailed history of Roxbury Financial LLC transactions in Ishares Tr stock. As of the latest transaction made, Roxbury Financial LLC holds 101 shares of IEO stock, worth $9,554. This represents 0.01% of its overall portfolio holdings.

Number of Shares

101

Previous 101 -0.0%

Holding current value

$9,554

Previous $9.32 Million 2.92%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 01, 2025	BUY	$86.38 - $95.74 $8,724 - $9,669	101 New	101 $9.32 Million

Others Institutions Holding IEO

# of Institutions

170

Shares Held

2.17M

Call Options Held

73.6K

Put Options Held

4.8K

Morgan Stanley New York, NY

342K
Shares

$32.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

147K
Shares

$13.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

112K
Shares

$10.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

101K
Shares

$9.54 Million
0.0% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

82.3K
Shares

$7.78 Million
0.05% of portfolio

View Full List

About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

More about IEO

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Roxbury Financial LLC Ishares Tr Transaction History