Tritonpoint Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Tritonpoint Wealth, LLC

  • $1.1 Trillion
  • Q4 2024

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 2,566 shares of IWD stock, worth $493,724. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,566
Previous 2,239 14.6%
Holding current value
$493,724
Previous $424 Million 12.05%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,876
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 Tritonpoint Wealth, LLC Portfolio

Follow Tritonpoint 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 Tritonpoint Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tritonpoint Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email