A detailed history of Stone Point Wealth LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 788 shares of IWB stock, worth $261,371. This represents 0.08% of its overall portfolio holdings.

Number of Shares
788
Previous 788 -0.0%
Holding current value
$261,371
Previous $234,000 5.56%
% of portfolio
0.08%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 26, 2024

BUY
$225.16 - $263.17 $177,426 - $207,377
788 New
788 $206,000
Q1 2022

Apr 29, 2022

SELL
$230.48 - $266.11 $181,618 - $209,694
-788 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$241.33 - $266.02 $190,168 - $209,623
788 New
788 $208,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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.