Roxbury Financial LLC Ishares Tr Transaction History

Roxbury Financial LLC

$104 Billion
Q4 2024

A detailed history of Roxbury Financial LLC transactions in Ishares Tr stock. As of the latest transaction made, Roxbury Financial LLC holds 301 shares of IYG stock, worth $25,082. This represents 0.02% of its overall portfolio holdings.

Number of Shares

301

Holding current value

$25,082

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$70.24 - $82.34 $21,142 - $24,784	301 New	301 $24.8 Million

Others Institutions Holding IYG

# of Institutions

257

Shares Held

12.5M

Call Options Held

9.2K

Put Options Held

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$126 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$122 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$93.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$81.8 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$46.8 Million
0.02% of portfolio

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About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

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