A detailed history of Rkl Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Rkl Wealth Management LLC holds 2,416 shares of IWD stock, worth $466,239. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,416
Previous 2,528 4.43%
Holding current value
$466,239
Previous $441,000 3.85%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$173.36 - $189.8 $19,416 - $21,257
-112 Reduced 4.43%
2,416 $458,000
Q2 2024

Jul 17, 2024

BUY
$169.4 - $179.05 $57,765 - $61,056
341 Added 15.59%
2,528 $441,000
Q1 2024

May 08, 2024

BUY
$161.84 - $179.11 $161 - $179
1 Added 0.05%
2,187 $391,000
Q4 2023

Jan 24, 2024

BUY
$143.69 - $165.7 $314,106 - $362,220
2,186 New
2,186 $361,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Rkl Wealth Management LLC Portfolio

Follow Rkl Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Rkl Wealth Management LLC with notifications on news.