Ownership history in TRITONPOINT WEALTH, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which TRITONPOINT WEALTH, LLC reported a position in ISHARES TR (IXUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 3,141 | — | 0% | 0.02% | $259K | $81.06 |
| 2025 Q2 | UNCHANGED | 3,141 | — | 0% | 0.02% | $243K | $75.88 |
| 2025 Q1 | REDUCED | 3,141 | -106 | -3.3% | 0.02% | $219K | $67.48 |
| 2024 Q4 | UNCHANGED | 3,247 | — | 0% | 0.02% | $215K | $63.93 |
| 2024 Q3 | UNCHANGED | 3,247 | — | 0% | 0.02% | $237K | $69.00 |
| 2024 Q2 | REDUCED | 3,247 | -4,505 | -58.1% | 0.02% | $219K | $64.18 |
| 2024 Q1 | REDUCED | 7,752 | -5,086 | -39.6% | 0.06% | $561K | $63.52 |
| 2023 Q4 | INITIATED | 12,838 | — | — | 0.08% | $834K | — |
As of 2025 Q4 — sorted by position size