Rkl Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Rkl Wealth Management LLC

$1.06 Billion
Q1 2025

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 8,270 shares of IWD stock, worth $1.48 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,270

Previous 8,710 5.05%

Holding current value

$1.48 Million

Previous $1.61 Million 3.47%

% of portfolio

0.15%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$182.82 - $196.21 $80,440 - $86,332	-440 Reduced 5.05%	8,270 $1.56 Million
Q4 2024 Feb 06, 2025	BUY	$183.23 - $199.79 $1.15 Million - $1.26 Million	6,294 Added 260.51%	8,710 $1.61 Million
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

# of Institutions

1,900

Shares Held

286M

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

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Rkl Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History