Stone Point Wealth LLC Ishares Russell 1000 Val ETF Transaction History

Stone Point Wealth LLC

  • $291 Million
  • Q1 2025

A detailed history of Stone Point Wealth LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 1,459 shares of IWD stock, worth $275,196. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,459
Previous 1,780 18.03%
Holding current value
$275,196
Previous $329,000 16.72%
% of portfolio
0.09%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$182.82 - $196.21 $58,685 - $62,983
-321 Reduced 18.03%
1,459 $274,000
Q4 2024

Jan 28, 2025
SELL
$183.23 - $199.79 $4,214 - $4,595
-23 Reduced 1.28%
1,780 $329,000
Q3 2024

Oct 31, 2024
SELL
$173.36 - $189.8 $4,160 - $4,555
-24 Reduced 1.31%
1,803 $342,000
Q2 2023

Jul 25, 2023
BUY
$148.55 - $157.83 $271,400 - $288,355
1,827 New
1,827 $288,000
Q2 2022

Jul 19, 2022
SELL
$140.99 - $168.41 $178,352 - $213,038
-1,265 Closed
0 $0
Q1 2022

Apr 29, 2022
SELL
$157.15 - $170.51 $73,860 - $80,139
-470 Reduced 27.09%
1,265 $211,000
Q4 2021

Feb 10, 2022
BUY
$157.12 - $168.08 $272,603 - $291,618
1,735 New
1,735 $290,000

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
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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