Tritonpoint Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Tritonpoint Wealth, LLC

$1.08 Trillion
Q2 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 2,025 shares of IWD stock, worth $415,712. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,025

Previous 2,288 11.49%

Holding current value

$415,712

Previous $431 Million 8.64%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,947

Shares Held

267M

Call Options Held

722K

Put Options Held

5.49M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Tritonpoint Wealth, LLC Ishares Russell 1000 Val ETF Transaction History