Ritholtz Wealth Management Ishares Russell 1000 Val ETF Transaction History

Ritholtz Wealth Management

  • $3 Billion
  • Q2 2024

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 3,921 shares of IWD stock, worth $741,147. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,921
Previous 4,052 3.23%
Holding current value
$741,147
Previous $725,000 5.66%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,640
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
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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