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 4,084 shares of ITA stock, worth $642,086. This represents 0.61% of its overall portfolio holdings.

Number of Shares

4,084

Holding current value

$642,086

% of portfolio

0.61%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$144.31 - $157.31 $589,362 - $642,454	4,084 New	4,084 $635 Million

Others Institutions Holding ITA

# of Institutions

724

Shares Held

18.7M

Call Options Held

315K

Put Options Held

178K

Bank Of America Corp Charlotte, NC

4.02M
Shares

$632 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.87M
Shares

$294 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$153 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$118 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

720K
Shares

$113 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

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