Roxbury Financial LLC Ishares Russell 1000 Val ETF Transaction History

Roxbury Financial LLC

  • $111 Billion
  • Q4 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 3,804 shares of IWD stock, worth $779,021. This represents 0.72% of its overall portfolio holdings.

Number of Shares
3,804
Previous 3,846 1.09%
Holding current value
$779,021
Previous $783 Million 2.17%
% of portfolio
0.72%
Previous 0.72%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
SELL
$199.44 - $208.01 $8,376 - $8,736
-42 Reduced 1.09%
3,804 $800 Million
Q3 2025

Oct 01, 2025
SELL
$192.76 - $203.86 $29,492 - $31,190
-153 Reduced 3.83%
3,846 $783 Million
Q2 2025

Jul 07, 2025
BUY
$166.82 - $194.23 $40,036 - $46,615
240 Added 6.38%
3,999 $777 Million
Q1 2025

Apr 09, 2025
SELL
$182.82 - $196.21 $68,923 - $73,971
-377 Reduced 9.12%
3,759 $731 Million
Q4 2024

Jan 30, 2025
BUY
$183.23 - $199.79 $757,839 - $826,331
4,136 New
4,136 $826 Million

Others Institutions Holding IWD

# of Institutions
2,000
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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