Rothschild Investment LLC Ishares Russell 1000 Val ETF Transaction History

Rothschild Investment LLC

  • $1.53 Trillion
  • Q3 2024

A detailed history of Rothschild Investment LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Rothschild Investment LLC holds 27,558 shares of IWD stock, worth $5.45 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
27,558
Previous 25,792 6.85%
Holding current value
$5.45 Million
Previous $4.5 Billion 16.24%
% of portfolio
0.34%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$173.36 - $189.8 $306,153 - $335,186
1,766 Added 6.85%
27,558 $5.23 Billion
Q2 2024

Jul 30, 2024
BUY
$169.4 - $179.05 $4.37 Million - $4.62 Million
25,792 New
25,792 $4.5 Billion
Q1 2024

Jul 31, 2024
SELL
$161.84 - $179.11 $187,734 - $207,767
-1,160 Reduced 4.28%
25,954 $4.65 Billion
Q4 2023

Jul 31, 2024
BUY
$143.69 - $165.7 $189,958 - $219,055
1,322 Added 5.13%
27,114 $4.48 Billion

Others Institutions Holding IWD

# of Institutions
1,715
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
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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