Rothschild Investment LLC Sells in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IRM
Iron Mountain Inc

Real Estate
-320
- 33.33%
$82.79 - $111.31 $26.5K - $35.6K
640 $55.1M
GIS
General Mills Inc

Consumer Defensive
-254
- 3.43%
$57.56 - $65.3 $14.6K - $16.6K
7.14K $427M
FCX
Freeport Mcmoran Inc

Basic Materials
-961
- 2.85%
$34.5 - $43.01 $33.2K - $41.3K
32.8K $1.24B
CDAY
Ceridian Hcm Holding Inc.

Technology
-370
- 24.93%
N/A
1.11K $65M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-662
- 13.87%
$85.29 - $92.57 $56.5K - $61.3K
4.11K $374M
LOW
Lowes Companies Inc

Consumer Cyclical
-20
- 0.74%
$222.66 - $268.42 $4.45K - $5.37K
2.67K $623M
WHR
Whirlpool Corp

Consumer Cyclical
-202
- 22.1%
$88.58 - $133.14 $17.9K - $26.9K
712 $64.2M
WPP
Wpp PLC

Communication Services
-457
- 26.8%
$37.96 - $51.07 $17.3K - $23.3K
1.25K $47.4M
CXH
Mfs Investment Grade Municipal Trust

Financial Services
-4.59K
- 10.11%
$7.86 - $8.18 $36.1K - $37.5K
40.8K $323M
CLX
Clorox CO

Consumer Defensive
-214
- 48.86%
$141.76 - $162.89 $30.3K - $34.9K
224 $33M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-482
- 51.44%
$77.7 - $78.94 $37.5K - $38K
455 $35.9M
AGNC
Agnc Investment Corp.

Real Estate
-4.2K
- 45.65%
$9.12 - $10.54 $38.3K - $44.3K
5K $47.9M
Grayscale Ethereum Mini Trust ETF
-30
- 1.18%
N/A
2.5K $43.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
-459
- 37.97%
$79.17 - $82.04 $36.3K - $37.7K
750 $61.3M
BDX
Becton Dickinson & CO

Healthcare
-163
- 19.83%
$222.79 - $249.08 $36.3K - $40.6K
659 $151M
HUM
Humana Inc

Healthcare
-145
- 50.88%
$249.11 - $303.11 $36.1K - $44K
140 $37M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-1.35K
- 22.41%
N/A
4.68K $111M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
-4.27K
- 7.73%
$9.82 - $10.37 $41.9K - $44.2K
50.9K $509M
CGEN
Compugen LTD

Healthcare
-12.5K
- 6.13%
$1.46 - $2.57 $18.3K - $32.1K
191K $279M
PSA
Public Storage

Real Estate
-102
- 0.41%
$288.99 - $313.98 $29.5K - $32K
24.9K $7.44B
HPE
Hewlett Packard Enterprise CO

Technology
-757
- 19.92%
$14.77 - $24.42 $11.2K - $18.5K
3.04K $47M
PCG
Pg&E Corp

Utilities
-1.52K
- 76.14%
$15.16 - $20.4 $23K - $31K
476 $8.18M
PPTA
Perpetua Resources Corp.

Basic Materials
-3.01K
- 15.0%
$8.03 - $12.92 $24.1K - $38.8K
17K $182M
IYH
Ishares Tr

ETFs
-525
- 77.78%
$58.32 - $62.76 $30.6K - $32.9K
150 $9.13M
VT
Vanguard Total World Stk Index

ETFs
-146
- 1.71%
$115.08 - $123.97 $16.8K - $18.1K
8.38K $972M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
-1.96K
- 2.56%
$10.37 - $10.83 $20.3K - $21.2K
74.5K $774M
NTRS
Northern Trust Corp

Financial Services
-77
- 1.38%
$96.09 - $113.81 $7.4K - $8.76K
5.52K $544M
APA
Apa Corp

Energy
-1.12K
- 53.67%
$18.54 - $25.45 $20.8K - $28.5K
967 $20.3M
A
Agilent Technologies, Inc.

Healthcare
-155
- 31.57%
$116.69 - $152.6 $18.1K - $23.7K
336 $39.3M
RGT
Royce Global Value Trust, Inc.

Financial Services
-1.73K
- 4.63%
$10.34 - $11.27 $17.9K - $19.5K
35.7K $375M
UAL
United Airlines Holdings, Inc.

Industrials
-9
- 0.98%
$69.05 - $110.52 $621 - $995
906 $62.6M
LHX
L3 Harris Technologies, Inc.

Industrials
-117
- 34.01%
$194.65 - $222.86 $22.8K - $26.1K
227 $47.5M
IIM
Invesco Value Municipal Income Trust

Financial Services
-2.5K
- 3.88%
$11.84 - $12.49 $29.6K - $31.2K
61.9K $741M
VMC
Vulcan Materials CO

Basic Materials
-52
- 9.85%
$220.9 - $277.54 $11.5K - $14.4K
476 $111M
DAL
Delta Air Lines, Inc.

Industrials
-32
- 2.42%
$43.6 - $69.06 $1.4K - $2.21K
1.29K $56.4M
MAS
Masco Corp

Industrials
-232
- 9.53%
$68.67 - $81.85 $15.9K - $19K
2.2K $153M
BWA
Borgwarner Inc

Consumer Cyclical
-405
- 11.02%
$27.78 - $32.9 $11.3K - $13.3K
3.27K $93.7M
BYM
Blackrock Municipal Income Quality Trust

Financial Services
-2.1K
- 35.59%
$10.69 - $11.42 $22.4K - $24K
3.8K $41M
EA
Electronic Arts Inc.

Communication Services
-132
- 6.0%
$116.53 - $146.29 $15.4K - $19.3K
2.07K $299M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-229
- 45.71%
$81.62 - $96.63 $18.7K - $22.1K
272 $22.7M
TECH
Bio Techne Corp

Healthcare
-46
- 3.08%
$58.47 - $78.75 $2.69K - $3.62K
1.45K $84.8M
Aegon LTD Amer Reg 1 Cert
-4.72K
- 39.11%
N/A
7.35K $48.4M
IYW
Ishares Dj Us Tech ETF

ETFs
-19
- 1.83%
$140.44 - $166.79 $2.67K - $3.17K
1.02K $143M
BEN
Franklin Resources Inc

Financial Services
-565
- 5.17%
$18.92 - $22.24 $10.7K - $12.6K
10.4K $200M
ACGL
Arch Capital Group Ltd.

Financial Services
-243
- 65.5%
$88.13 - $96.94 $21.4K - $23.6K
128 $12.3M
IFF
International Flavors & Fragrances Inc

Basic Materials
-160
- 11.96%
$76.48 - $87.72 $12.2K - $14K
1.18K $91.4M
Canadian Pacific Kansas City Com
-217
- 8.84%
N/A
2.24K $157M
IT
Gartner Inc

Technology
-13
- 5.58%
$418.25 - $548.38 $5.44K - $7.13K
220 $92.3M
TER
Teradyne, Inc

Technology
-97
- 37.31%
$82.6 - $140.0 $8.01K - $13.6K
163 $13.5M
Activity Summary
Buys All Purchases 1741 New Holdings 181 Increased Positions 1560 Sells All Sells 663 Reductions 660 Sold out 3 Options Calls 0 Puts 0
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