Wealth Dimensions Group, Ltd. Ishares Tr Transaction History

Wealth Dimensions Group, Ltd.

$418 Million
Q1 2025

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Tr stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 84,431 shares of IEFA stock, worth $7.04 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

84,431

Previous 77,129 9.47%

Holding current value

$7.04 Million

Previous $5.42 Million 17.84%

% of portfolio

1.53%

Previous 1.33%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$69.57 - $78.65 $508,000 - $574,302	7,302 Added 9.47%	84,431 $6.39 Million
Q4 2024 Feb 13, 2025	BUY	$70.06 - $77.43 $84,142 - $92,993	1,201 Added 1.58%	77,129 $5.42 Million
Q3 2024 Nov 12, 2024	SELL	$70.09 - $78.74 $82,706 - $92,913	-1,180 Reduced 1.53%	75,928 $5.93 Million
Q2 2024 Aug 09, 2024	SELL	$70.77 - $76.19 $13,446 - $14,476	-190 Reduced 0.25%	77,108 $5.6 Million
Q1 2024 May 09, 2024	SELL	$68.14 - $74.43 $111,408 - $121,693	-1,635 Reduced 2.07%	77,298 $5.74 Million
Q4 2023 Feb 09, 2024	SELL	$61.3 - $70.47 $176,850 - $203,305	-2,885 Reduced 3.53%	78,933 $5.55 Million
Q3 2023 Nov 14, 2023	SELL	$64.04 - $69.58 $15,817 - $17,186	-247 Reduced 0.3%	81,818 $5.26 Million
Q2 2023 Aug 14, 2023	SELL	$66.03 - $69.1 $204,957 - $214,486	-3,104 Reduced 3.64%	82,065 $5.54 Million
Q1 2023 May 09, 2023	SELL	$62.17 - $67.7 $22,567 - $24,575	-363 Reduced 0.42%	85,169 $5.69 Million
Q4 2022 Feb 10, 2023	BUY	$52.35 - $63.65 $580,613 - $705,942	11,091 Added 14.9%	85,532 $5.27 Million
Q3 2022 Nov 10, 2022	SELL	$52.32 - $63.1 $78,846 - $95,091	-1,507 Reduced 1.98%	74,441 $3.92 Million
Q2 2022 Aug 05, 2022	SELL	$57.91 - $70.46 $40,131 - $48,828	-693 Reduced 0.9%	75,948 $4.47 Million
Q1 2022 May 04, 2022	SELL	$63.26 - $75.48 $96,344 - $114,956	-1,523 Reduced 1.95%	76,641 $5.33 Million
Q4 2021 Feb 04, 2022	BUY	$72.36 - $77.76 $123,229 - $132,425	1,703 Added 2.23%	78,164 $5.83 Million
Q3 2021 Nov 03, 2021	SELL	$72.98 - $78.2 $31,016 - $33,235	-425 Reduced 0.55%	76,461 $5.68 Million
Q2 2021 Aug 12, 2021	SELL	$73.11 - $77.88 $70,331 - $74,920	-962 Reduced 1.24%	76,886 $5.76 Million
Q1 2021 May 13, 2021	BUY	$68.58 - $73.12 $237,492 - $253,214	3,463 Added 4.66%	77,848 $5.61 Million
Q4 2020 Feb 17, 2021	BUY	$58.13 - $69.71 $4.32 Million - $5.19 Million	74,385 New	74,385 $5.14 Million

Others Institutions Holding IEFA

# of Institutions

2,320

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.5K

View Full List

About ISHARES TR

Ticker IEFA
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Wealth Dimensions Group, Ltd. Ishares Tr Transaction History