Rf&L Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Rf&L Wealth Management, LLC

  • $155 Billion
  • Q2 2025

A detailed history of Rf&L Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 8,571 shares of IWD stock, worth $1.74 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
8,571
Previous 8,705 1.54%
Holding current value
$1.74 Million
Previous $1.64 Billion 1.64%
% of portfolio
1.07%
Previous 1.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
SELL
$166.82 - $194.23 $22,353 - $26,026
-134 Reduced 1.54%
8,571 $1.66 Billion
Q1 2025

Apr 21, 2025
BUY
$182.82 - $196.21 $22,852 - $24,526
125 Added 1.46%
8,705 $1.64 Billion
Q4 2024

Jan 15, 2025
BUY
$183.23 - $199.79 $36,279 - $39,558
198 Added 2.36%
8,580 $1.59 Billion
Q3 2024

Oct 16, 2024
BUY
$173.36 - $189.8 $51,141 - $55,991
295 Added 3.65%
8,382 $1.59 Billion
Q2 2024

Jul 19, 2024
BUY
$169.4 - $179.05 $60,137 - $63,562
355 Added 4.59%
8,087 $1.41 Billion
Q1 2024

Apr 30, 2024
BUY
$161.84 - $179.11 $111,184 - $123,048
687 Added 9.75%
7,732 $1.38 Billion
Q4 2023

Feb 14, 2024
SELL
$143.69 - $165.7 $34,485 - $39,768
-240 Reduced 3.29%
7,045 $1.16 Billion
Q3 2023

Nov 02, 2023
BUY
$151.73 - $163.56 $67,975 - $73,274
448 Added 6.55%
7,285 $1.11 Billion
Q2 2023

Jul 27, 2023
SELL
$148.55 - $157.83 $9,952 - $10,574
-67 Reduced 0.97%
6,837 $1.08 Billion
Q1 2023

May 03, 2023
BUY
$145.2 - $161.56 $69,260 - $77,064
477 Added 7.42%
6,904 $1.05 Billion
Q4 2022

Feb 14, 2023
BUY
$136.78 - $158.99 $879,085 - $1.02 Million
6,427 New
6,427 $975 Million

Others Institutions Holding IWD

# of Institutions
1,947
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
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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