Roxbury Financial LLC Ishares Russell 1000 Val ETF Transaction History

Roxbury Financial LLC

  • $108 Billion
  • Q3 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 3,846 shares of IWD stock, worth $787,622. This represents 0.72% of its overall portfolio holdings.

Number of Shares
3,846
Previous 3,999 3.83%
Holding current value
$787,622
Previous $777 Million 0.82%
% of portfolio
0.72%
Previous 0.76%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,993
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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