Rothschild Investment LLC Ishares Russell 1000 Val ETF Transaction History

Rothschild Investment LLC

$1.49 Trillion
Q1 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 29,232 shares of IWD stock, worth $5.45 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

29,232

Previous 28,931 1.04%

Holding current value

$5.45 Million

Previous $5.36 Billion 2.69%

% of portfolio

0.37%

Previous 0.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,885

Shares Held

287M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Rothschild Investment LLC Ishares Russell 1000 Val ETF Transaction History