Rockwood Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Rockwood Wealth Management, LLC

  • $909 Billion
  • Q3 2024

A detailed history of Rockwood Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 2,190 shares of IWD stock, worth $411,172. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,190
Previous 2,060 6.31%
Holding current value
$411,172
Previous $359 Million 15.66%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 16, 2024
BUY
$173.36 - $189.8 $22,536 - $24,674
130 Added 6.31%
2,190 $416 Million
Q4 2022

Jul 20, 2023
BUY
$136.78 - $158.99 $46,778 - $54,374
342 Added 19.91%
2,060 $312 Million
Q4 2021

Jul 20, 2023
BUY
$157.12 - $168.08 $269,932 - $288,761
1,718 New
1,718 $289 Million

Others Institutions Holding IWD

# of Institutions
1,672
Shares Held
257M
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
Track This Portfolio

Track Rockwood Wealth Management, LLC Portfolio

Follow Rockwood 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 Rockwood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockwood Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email