Roxbury Financial LLC Ishares Russell 1000 Val ETF Transaction History
Roxbury Financial LLC
- $102 Billion
- Q1 2025
A detailed history of Roxbury Financial LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Roxbury Financial LLC holds 3,759 shares of IWD stock, worth $671,921. This represents 0.71% of its overall portfolio holdings.
Number of Shares
3,759
Previous 4,136
9.12%
Holding current value
$671,921
Previous $826 Million
11.59%
% of portfolio
0.71%
Previous 0.8%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,896Shares Held
287MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.66 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$6.86 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.73 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.65 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.61 Billion3.52% of portfolio