Stone Point Wealth LLC Ishares S&P 500 Value ETF Transaction History

Stone Point Wealth LLC

  • $318 Million
  • Q2 2025

A detailed history of Stone Point Wealth LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 2,552 shares of IVE stock, worth $507,286. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,552
Previous 2,557 0.2%
Holding current value
$507,286
Previous $487,000 2.26%
% of portfolio
0.16%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$168.34 - $195.42 $841 - $977
-5 Reduced 0.2%
2,552 $498,000
Q4 2024

Jan 28, 2025
SELL
$189.5 - $206.17 $568 - $618
-3 Reduced 0.12%
2,557 $488,000
Q3 2024

Oct 31, 2024
SELL
$181.06 - $197.17 $181 - $197
-1 Reduced 0.04%
2,560 $504,000
Q4 2023

Jan 26, 2024
BUY
$147.64 - $174.21 $7,381 - $8,710
50 Added 1.99%
2,561 $445,000
Q1 2022

Apr 29, 2022
BUY
$147.46 - $159.06 $370,272 - $399,399
2,511 New
2,511 $393,000

Others Institutions Holding IVE

# of Institutions
1,708
Shares Held
163M
Call Options Held
128K
Put Options Held
51.5K
View Full List

About ISHARES S&P 500 VALUE ETF

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

Track Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth 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 Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email