Stone Point Wealth LLC Ishares Russell 1000 Gr ETF Transaction History

Stone Point Wealth LLC

$294 Million
Q4 2024

A detailed history of Stone Point Wealth LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 1,735 shares of IWF stock, worth $706,856. This represents 0.24% of its overall portfolio holdings.

Number of Shares

1,735

Previous 1,760 1.42%

Holding current value

$706,856

Previous $660,000 5.45%

% of portfolio

0.24%

Previous 0.22%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$370.24 - $418.94 $9,256 - $10,473	-25 Reduced 1.42%	1,735 $696,000
Q3 2024 Oct 31, 2024	SELL	$332.02 - $382.76 $3,652 - $4,210	-11 Reduced 0.62%	1,760 $660,000
Q2 2024 Jul 30, 2024	SELL	$316.15 - $367.33 $948 - $1,101	-3 Reduced 0.17%	1,771 $645,000
Q1 2024 May 01, 2024	SELL	$294.43 - $339.01 $4,416 - $5,085	-15 Reduced 0.84%	1,774 $597,000
Q4 2023 Jan 26, 2024	SELL	$256.94 - $304.21 $2,312 - $2,737	-9 Reduced 0.5%	1,789 $542,000
Q3 2023 Oct 25, 2023	BUY	$263.8 - $285.38 $7,914 - $8,561	30 Added 1.7%	1,798 $478,000
Q2 2023 Jul 25, 2023	BUY	$239.31 - $275.18 $61,741 - $70,996	258 Added 17.09%	1,768 $486,000
Q1 2023 Apr 20, 2023	SELL	$209.92 - $244.33 $3,148 - $3,664	-15 Reduced 0.98%	1,510 $368,000
Q3 2022 Nov 03, 2022	SELL	$210.4 - $257.47 $6,732 - $8,239	-32 Reduced 2.06%	1,525 $321,000
Q2 2022 Jul 19, 2022	SELL	$209.9 - $283.21 $32,744 - $44,180	-156 Reduced 9.11%	1,557 $341,000
Q1 2022 Apr 29, 2022	SELL	$246.62 - $307.78 $6,165 - $7,694	-25 Reduced 1.44%	1,713 $478,000
Q4 2021 Feb 10, 2022	BUY	$270.99 - $309.52 $470,980 - $537,945	1,738 New	1,738 $532,000

Others Institutions Holding IWF

# of Institutions

2,331

Shares Held

205M

Call Options Held

337K

Put Options Held

137K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Stone Point Wealth LLC Ishares Russell 1000 Gr ETF Transaction History