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 $282,900. This represents 0.29% of its overall portfolio holdings.

Number of Shares

2,962

Holding current value

$282,900

% 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

775

Shares Held

174M

Call Options Held

2.9K

Put Options Held

Bank Of America Corp Charlotte, NC

71.6M
Shares

$6.84 Billion
0.57% of portfolio
Lpl Financial LLC Fort Mill, SC

13.8M
Shares

$1.32 Billion
0.54% of portfolio
Morgan Stanley New York, NY

9.25M
Shares

$884 Million
0.06% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.65M
Shares

$445 Million
5.6% of portfolio
Envestnet Asset Management Inc

4.41M
Shares

$421 Million
0.14% 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