Rothschild Investment LLC Ishares Russell2000 Val ETF Transaction History

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025

A detailed history of Rothschild Investment LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Rothschild Investment LLC holds 1,037 shares of IWN stock, worth $144,485. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,037
Previous 1,037 -0.0%
Holding current value
$144,485
Previous $170 Million 8.03%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$150.05 - $171.34 $23,707 - $27,071
158 Added 17.97%
1,037 $173 Million
Q2 2024

Jul 30, 2024
BUY
$146.03 - $158.93 $128,360 - $139,699
879 New
879 $134 Million
Q1 2024

Jul 31, 2024
BUY
$145.61 - $158.81 $3,931 - $4,287
27 Added 3.17%
879 $140 Million
Q4 2023

Jul 31, 2024
SELL
$125.51 - $158.2 $3,388 - $4,271
-27 Reduced 3.07%
852 $132 Million

Others Institutions Holding IWN

# of Institutions
1,140
Shares Held
61.5M
Call Options Held
540K
Put Options Held
149K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email