Rkl Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Rkl Wealth Management LLC

  • $1.17 Billion
  • Q3 2025

A detailed history of Rkl Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Rkl Wealth Management LLC holds 8,270 shares of IWD stock, worth $1.69 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,270
Previous 8,270 -0.0%
Holding current value
$1.69 Million
Previous $1.61 Million 4.79%
% of portfolio
0.14%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$182.82 - $196.21 $80,440 - $86,332
-440 Reduced 5.05%
8,270 $1.56 Million
Q4 2024

Feb 06, 2025
BUY
$183.23 - $199.79 $1.15 Million - $1.26 Million
6,294 Added 260.51%
8,710 $1.61 Million
Q3 2024

Nov 01, 2024
SELL
$173.36 - $189.8 $19,416 - $21,257
-112 Reduced 4.43%
2,416 $458,000
Q2 2024

Jul 17, 2024
BUY
$169.4 - $179.05 $57,765 - $61,056
341 Added 15.59%
2,528 $441,000
Q1 2024

May 08, 2024
BUY
$161.84 - $179.11 $161 - $179
1 Added 0.05%
2,187 $391,000
Q4 2023

Jan 24, 2024
BUY
$143.69 - $165.7 $314,106 - $362,220
2,186 New
2,186 $361,000

Others Institutions Holding IWD

# of Institutions
2,002
Shares Held
266M
Call Options Held
342K
Put Options Held
5.28M
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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