A detailed history of Sunpointe, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sunpointe, LLC holds 3,802 shares of IWD stock, worth $713,559. This represents 0.59% of its overall portfolio holdings.

Number of Shares
3,802
Previous 3,802 -0.0%
Holding current value
$713,559
Previous $663 Million 8.79%
% of portfolio
0.59%
Previous 0.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$161.84 - $179.11 $24,276 - $26,866
-150 Reduced 3.8%
3,802 $681 Million
Q4 2023

Feb 20, 2024

BUY
$143.69 - $165.7 $567,862 - $654,846
3,952 New
3,952 $653 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Sunpointe, LLC Portfolio

Follow Sunpointe, 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 Sunpointe, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sunpointe, LLC with notifications on news.