Wealth Dimensions Group, Ltd. Ishares Msci Global Min Vol Fa Transaction History

Wealth Dimensions Group, Ltd.

$408 Million
Q4 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Msci Global Min Vol Fa stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 6,792 shares of ACWV stock, worth $773,405. This represents 0.18% of its overall portfolio holdings.

Number of Shares

6,792

Previous 6,865 1.06%

Holding current value

$773,405

Previous $786,000 5.73%

% of portfolio

0.18%

Previous 0.2%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$108.6 - $115.42 $7,927 - $8,425	-73 Reduced 1.06%	6,792 $741,000
Q3 2024 Nov 12, 2024	SELL	$104.5 - $114.97 $16,929 - $18,625	-162 Reduced 2.31%	6,865 $786,000
Q2 2024 Aug 09, 2024	SELL	$100.94 - $106.2 $8,680 - $9,133	-86 Reduced 1.21%	7,027 $735,000
Q1 2024 May 09, 2024	SELL	$100.31 - $105.34 $63,997 - $67,206	-638 Reduced 8.23%	7,113 $748,000
Q4 2023 Feb 09, 2024	SELL	$93.0 - $101.11 $1.57 Million - $1.7 Million	-16,841 Reduced 68.48%	7,751 $777,000
Q3 2023 Nov 14, 2023	SELL	$95.42 - $100.13 $186,450 - $195,654	-1,954 Reduced 7.36%	24,592 $2.35 Million
Q2 2023 Aug 14, 2023	SELL	$96.17 - $100.07 $132,522 - $137,896	-1,378 Reduced 4.93%	26,546 $2.6 Million
Q1 2023 May 09, 2023	SELL	$92.42 - $97.48 $57,854 - $61,022	-626 Reduced 2.19%	27,924 $2.7 Million
Q4 2022 Feb 10, 2023	SELL	$87.85 - $98.82 $11,684 - $13,143	-133 Reduced 0.46%	28,550 $2.71 Million
Q3 2022 Nov 10, 2022	BUY	$88.56 - $100.05 $97,947 - $110,655	1,106 Added 4.01%	28,683 $2.54 Million
Q2 2022 Aug 05, 2022	BUY	$90.98 - $107.0 $76,787 - $90,308	844 Added 3.16%	27,577 $2.61 Million
Q1 2022 May 04, 2022	BUY	$99.35 - $107.85 $218,371 - $237,054	2,198 Added 8.96%	26,733 $2.8 Million
Q4 2021 Feb 04, 2022	BUY	$102.29 - $108.28 $136,147 - $144,120	1,331 Added 5.74%	24,535 $2.66 Million
Q3 2021 Nov 03, 2021	BUY	$102.73 - $108.01 $172,689 - $181,564	1,681 Added 7.81%	23,204 $2.38 Million
Q2 2021 Aug 12, 2021	BUY	$99.22 - $104.02 $298,652 - $313,100	3,010 Added 16.26%	21,523 $2.21 Million
Q1 2021 May 13, 2021	SELL	$93.7 - $99.63 $16,116 - $17,136	-172 Reduced 0.92%	18,513 $1.83 Million
Q4 2020 Feb 17, 2021	BUY	$89.46 - $96.91 $1.67 Million - $1.81 Million	18,685 New	18,685 $1.81 Million

Others Institutions Holding ACWV

# of Institutions

342

Shares Held

20.5M

Call Options Held

300

Put Options Held

View Full List

About ISHARES MSCI GLOBAL MIN VOL FA

Ticker ACWV
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Wealth Dimensions Group, Ltd. Ishares Msci Global Min Vol Fa Transaction History