Stone Point Wealth LLC Ishares Russell 1000 Val ETF Transaction History

Stone Point Wealth LLC

  • $294 Million
  • Q4 2024

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 1,780 shares of IWD stock, worth $335,476. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,780
Previous 1,803 1.28%
Holding current value
$335,476
Previous $342,000 3.8%
% of portfolio
0.11%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,882
Shares Held
284M
Call Options Held
1.31M
Put Options Held
1.09M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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