Sunburst Financial Group, LLC Ishares Russell 1000 Val ETF Transaction History

Sunburst Financial Group, LLC

  • $373 Million
  • Q3 2024

A detailed history of Sunburst Financial Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sunburst Financial Group, LLC holds 38,451 shares of IWD stock, worth $7.17 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
38,451
Previous 38,451 -0.0%
Holding current value
$7.17 Million
Previous $6.71 Million 8.78%
% of portfolio
1.95%
Previous 1.92%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 13, 2022
SELL
$135.99 - $161.15 $84,993 - $100,718
-625 Reduced 1.6%
38,451 $5.23 Million
Q2 2021

Jul 23, 2021
BUY
$152.86 - $162.4 $95,537 - $101,500
625 Added 1.63%
39,076 $6.2 Million
Q4 2019

Jan 30, 2020
BUY
$123.85 - $136.67 $4.76 Million - $5.26 Million
38,451 New
38,451 $5.25 Million

Others Institutions Holding IWD

# of Institutions
1,716
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
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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