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

M.D. Sass Investors Services, Inc.

$1.24 Billion
Q3 2024

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 68,287 shares of IWD stock, worth $13.2 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

68,287

Previous 48,413 41.05%

Holding current value

$13.2 Million

Previous $8.45 Million 53.45%

% of portfolio

1.04%

Previous 0.65%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

1,714

Shares Held

256M

Call Options Held

606K

Put Options Held

653K

View Full List

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