Rothschild Investment LLC Ishares Russell 1000 Val ETF Transaction History

Rothschild Investment LLC

$1.77 Trillion
Q3 2025

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 27,701 shares of IWD stock, worth $5.67 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

27,701

Previous 28,289 2.08%

Holding current value

$5.67 Million

Previous $5.49 Billion 2.64%

% of portfolio

0.32%

Previous 0.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$192.76 - $203.86 $113,342 - $119,869	-588 Reduced 2.08%	27,701 $5.64 Billion
Q2 2025 Aug 11, 2025	SELL	$166.82 - $194.23 $157,311 - $183,158	-943 Reduced 3.23%	28,289 $5.49 Billion
Q1 2025 Apr 08, 2025	BUY	$182.82 - $196.21 $55,028 - $59,059	301 Added 1.04%	29,232 $5.5 Billion
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

1,996

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
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Rothschild Investment LLC Ishares Russell 1000 Val ETF Transaction History