M.D. Sass Investors Services, Inc. Ishares Russell 1000 Val ETF Transaction History

M.D. Sass Investors Services, Inc.

  • $1.22 Billion
  • Q4 2024

A detailed history of M.D. Sass Investors Services, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, M.D. Sass Investors Services, Inc. holds 197,774 shares of IWD stock, worth $38.5 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
197,774
Previous 68,287 189.62%
Holding current value
$38.5 Million
Previous $13 Million 182.51%
% of portfolio
3.01%
Previous 1.04%

Shares

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

Feb 11, 2025
BUY
$183.23 - $199.79 $23.7 Million - $25.9 Million
129,487 Added 189.62%
197,774 $36.6 Million
Q3 2024

Nov 13, 2024
BUY
$173.36 - $189.8 $3.45 Million - $3.77 Million
19,874 Added 41.05%
68,287 $13 Million
Q2 2024

Aug 13, 2024
BUY
$169.4 - $179.05 $8.2 Million - $8.67 Million
48,413 New
48,413 $8.45 Million

Others Institutions Holding IWD

# of Institutions
1,863
Shares Held
284M
Call Options Held
1.32M
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
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