Rothschild Investment LLC Ishares Russell 1000 Val ETF Transaction History

Rothschild Investment LLC

  • $1.53 Trillion
  • Q4 2024

A detailed history of Rothschild Investment LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Rothschild Investment LLC holds 28,931 shares of IWD stock, worth $5.66 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
28,931
Previous 27,558 4.98%
Holding current value
$5.66 Million
Previous $5.23 Billion 2.4%
% of portfolio
0.35%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$183.23 - $199.79 $251,574 - $274,311
1,373 Added 4.98%
28,931 $5.36 Billion
Q3 2024

Oct 18, 2024
BUY
$173.36 - $189.8 $306,153 - $335,186
1,766 Added 6.85%
27,558 $5.23 Billion
Q2 2024

Jul 30, 2024
BUY
$169.4 - $179.05 $4.37 Million - $4.62 Million
25,792 New
25,792 $4.5 Billion
Q1 2024

Jul 31, 2024
SELL
$161.84 - $179.11 $187,734 - $207,767
-1,160 Reduced 4.28%
25,954 $4.65 Billion
Q4 2023

Jul 31, 2024
BUY
$143.69 - $165.7 $189,958 - $219,055
1,322 Added 5.13%
27,114 $4.48 Billion

Others Institutions Holding IWD

# of Institutions
1,868
Shares Held
284M
Call Options Held
1.31M
Put Options Held
1.09M
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 Rothschild Investment LLC Portfolio

Follow Rothschild Investment 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 Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email