Ritholtz Wealth Management Ishares Russell 1000 Val ETF Transaction History

Ritholtz Wealth Management

$3.29 Billion
Q1 2025

A detailed history of Ritholtz Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Ritholtz Wealth Management holds 14,830 shares of IWD stock, worth $2.61 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

14,830

Previous 6,204 139.04%

Holding current value

$2.61 Million

Previous $1.15 Million 140.59%

% of portfolio

0.08%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$182.82 - $196.21 $1.58 Million - $1.69 Million	8,626 Added 139.04%	14,830 $2.76 Million
Q4 2024 Jan 14, 2025	BUY	$183.23 - $199.79 $39,577 - $43,154	216 Added 3.61%	6,204 $1.15 Million
Q3 2024 Oct 10, 2024	BUY	$173.36 - $189.8 $358,335 - $392,316	2,067 Added 52.72%	5,988 $1.14 Million
Q2 2024 Jul 31, 2024	SELL	$169.4 - $179.05 $22,191 - $23,455	-131 Reduced 3.23%	3,921 $684,000
Q1 2024 Apr 24, 2024	SELL	$161.84 - $179.11 $125,587 - $138,989	-776 Reduced 16.07%	4,052 $725,000
Q4 2023 Jan 18, 2024	BUY	$143.69 - $165.7 $464,118 - $535,211	3,230 Added 202.13%	4,828 $797,000
Q3 2023 Oct 13, 2023	SELL	$151.73 - $163.56 $45,670 - $49,231	-301 Reduced 15.85%	1,598 $242,000
Q2 2023 Jul 14, 2023	BUY	$148.55 - $157.83 $282,096 - $299,719	1,899 New	1,899 $299,000

Others Institutions Holding IWD

# of Institutions

1,887

Shares Held

288M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Account

Ritholtz Wealth Management Ishares Russell 1000 Val ETF Transaction History