Roxbury Financial LLC Ishares Core S&P U.S. Value Et Transaction History

Roxbury Financial LLC

$104 Billion
Q4 2024

A detailed history of Roxbury Financial LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Roxbury Financial LLC holds 2,962 shares of IUSV stock, worth $283,966. This represents 0.29% of its overall portfolio holdings.

Number of Shares

2,962

Holding current value

$283,966

% of portfolio

0.29%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$91.94 - $100.02 $272,326 - $296,259	2,962 New	2,962 $296 Million

Others Institutions Holding IUSV

# of Institutions

740

Shares Held

165M

Call Options Held

2.8K

Put Options Held

Bank Of America Corp Charlotte, NC

65.6M
Shares

$6.29 Billion
0.53% of portfolio
Lpl Financial LLC Fort Mill, SC

13.4M
Shares

$1.28 Billion
0.59% of portfolio
Morgan Stanley New York, NY

8.63M
Shares

$828 Million
0.06% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.65M
Shares

$446 Million
5.6% of portfolio
Signaturefd, LLC Atlanta, GA

4.31M
Shares

$413 Million
7.92% of portfolio

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About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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Roxbury Financial LLC Ishares Core S&P U.S. Value Et Transaction History