M.D. Sass Investors Services, Inc. Ishares Russell 1000 Val ETF Transaction History

M.D. Sass Investors Services, Inc.

$1.06 Billion
Q2 2025

A detailed history of M.D. Sass Investors Services, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, M.D. Sass Investors Services, Inc. holds 60,000 shares of IWD stock, worth $12.2 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

60,000

Previous 58,228 3.04%

Holding current value

$12.2 Million

Previous $11 Million 6.36%

% of portfolio

1.1%

Previous 1.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$166.82 - $194.23 $295,605 - $344,175	1,772 Added 3.04%	60,000 $11.7 Million
Q1 2025 May 09, 2025	SELL	$182.82 - $196.21 $25.5 Million - $27.4 Million	-139,546 Reduced 70.56%	58,228 $11 Million
Q4 2024 Feb 11, 2025	BUY	$183.23 - $199.79 $23.7 Million - $25.9 Million	129,487 Added 189.62%	197,774 $36.6 Million
Q3 2024 Nov 13, 2024	BUY	$173.36 - $189.8 $3.45 Million - $3.77 Million	19,874 Added 41.05%	68,287 $13 Million
Q2 2024 Aug 13, 2024	BUY	$169.4 - $179.05 $8.2 Million - $8.67 Million	48,413 New	48,413 $8.45 Million

Others Institutions Holding IWD

# of Institutions

1,947

Shares Held

267M

Call Options Held

722K

Put Options Held

5.49M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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M.D. Sass Investors Services, Inc. Ishares Russell 1000 Val ETF Transaction History