Tritonpoint Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Tritonpoint Wealth, LLC

$1.17 Trillion
Q3 2025

A detailed history of Tritonpoint Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Tritonpoint Wealth, LLC holds 1,776 shares of IWD stock, worth $363,707. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,776

Previous 2,025 12.3%

Holding current value

$363,707

Previous $393 Million 8.07%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$192.76 - $203.86 $47,997 - $50,761	-249 Reduced 12.3%	1,776 $362 Million
Q2 2025 Jul 17, 2025	SELL	$166.82 - $194.23 $43,873 - $51,082	-263 Reduced 11.49%	2,025 $393 Million
Q1 2025 Apr 16, 2025	SELL	$182.82 - $196.21 $50,823 - $54,546	-278 Reduced 10.83%	2,288 $431 Million
Q4 2024 Jan 24, 2025	BUY	$183.23 - $199.79 $59,916 - $65,331	327 Added 14.6%	2,566 $475 Million
Q3 2024 Oct 28, 2024	SELL	$173.36 - $189.8 $68,130 - $74,591	-393 Reduced 14.93%	2,239 $424 Million

Q2 2024 Aug 12, 2024	SELL	$169.4 - $179.05 $3,557 - $3,760	-21 Reduced 0.79%	2,632 $459 Million
Q1 2024 Apr 25, 2024	SELL	$161.84 - $179.11 $172,521 - $190,931	-1,066 Reduced 28.66%	2,653 $453 Million
Q4 2023 Jan 24, 2024	BUY	$143.69 - $165.7 $534,383 - $616,238	3,719 New	3,719 $615 Million

Others Institutions Holding IWD

# of Institutions

1,997

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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Tritonpoint Wealth, LLC Ishares Russell 1000 Val ETF Transaction History