Stone Point Wealth LLC Ishares Expanded Tech Software Transaction History

Stone Point Wealth LLC

$347 Million
Q3 2025

A detailed history of Stone Point Wealth LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Stone Point Wealth LLC holds 27,092 shares of IGV stock, worth $2.91 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

27,092

Previous 29,560 8.35%

Holding current value

$2.91 Million

Previous $3.24 Million 3.74%

% of portfolio

0.9%

Previous 1.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$105.96 - $117.79 $261,509 - $290,705	-2,468 Reduced 8.35%	27,092 $3.12 Million
Q2 2025 Jul 17, 2025	BUY	$80.15 - $109.5 $3,927 - $5,365	49 Added 0.17%	29,560 $3.24 Million
Q1 2025 Apr 24, 2025	SELL	$88.3 - $107.83 $107,284 - $131,013	-1,215 Reduced 3.95%	29,511 $2.63 Million
Q4 2024 Jan 28, 2025	SELL	$87.5 - $110.17 $103,687 - $130,551	-1,185 Reduced 3.71%	30,726 $3.08 Million
Q3 2024 Oct 31, 2024	BUY	$77.94 - $89.37 $13,873 - $15,907	178 Added 0.56%	31,911 $2.85 Million

Q2 2024 Jul 30, 2024	SELL	$77.36 - $86.9 $17,947 - $20,160	-232 Reduced 0.73%	31,733 $2.76 Million
Q1 2024 May 01, 2024	BUY	$83.56 - $442.01 $2.12 Million - $11.2 Million	25,343 Added 382.71%	31,965 $2.73 Million
Q4 2023 Jan 26, 2024	SELL	$329.19 - $408.79 $67,154 - $83,393	-204 Reduced 2.99%	6,622 $2.69 Million
Q3 2023 Oct 25, 2023	BUY	$334.35 - $367.01 $33,100 - $36,333	99 Added 1.47%	6,826 $2.33 Million
Q2 2023 Jul 25, 2023	BUY	$287.57 - $349.4 $12,365 - $15,024	43 Added 0.64%	6,727 $2.33 Million
Q1 2023 Apr 20, 2023	BUY	$249.85 - $304.7 $17,739 - $21,633	71 Added 1.07%	6,684 $2.04 Million
Q4 2022 Jan 20, 2023	BUY	$48.41 - $274.91 $18,589 - $105,565	384 Added 6.16%	6,613 $0
Q3 2022 Nov 03, 2022	SELL	$50.03 - $317.25 $1,200 - $7,614	-24 Reduced 0.38%	6,229 $1.56 Million
Q2 2022 Jul 19, 2022	BUY	$257.24 - $353.96 $110,355 - $151,848	429 Added 7.37%	6,253 $1.69 Million
Q1 2022 Apr 29, 2022	BUY	$302.28 - $393.09 $472,161 - $614,006	1,562 Added 36.65%	5,824 $2.02 Million
Q4 2021 Feb 10, 2022	BUY	$384.52 - $446.52 $1.64 Million - $1.9 Million	4,262 New	4,262 $1.7 Million

Others Institutions Holding IGV

# of Institutions

761

Shares Held

56.2M

Call Options Held

3.07M

Put Options Held

6.16M

View Full List

About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
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Stone Point Wealth LLC Ishares Expanded Tech Software Transaction History