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 $2.95 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

14,830

Previous 6,204 139.04%

Holding current value

$2.95 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

1,916

Shares Held

276M

Call Options Held

617K

Put Options Held

5.88M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Ritholtz Wealth Management Ishares Russell 1000 Val ETF Transaction History