Stone Point Wealth LLC Ishares Russell 1000 Val ETF Transaction History

Stone Point Wealth LLC

  • $305 Million
  • Q3 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 1,803 shares of IWD stock, worth $359,013. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,803
Previous 1,827 1.31%
Holding current value
$359,013
Previous $318,000 7.55%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,716
Shares Held
257M
Call Options Held
606K
Put Options Held
653K
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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