Wealth Dimensions Group, Ltd. Ishares Tr Transaction History

Wealth Dimensions Group, Ltd.

$394 Million
Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Tr stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 75,928 shares of IEFA stock, worth $5.48 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

75,928

Previous 77,108 1.53%

Holding current value

$5.48 Million

Previous $5.6 Million 5.8%

% of portfolio

1.5%

Previous 1.6%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Dimensions Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Dimensions Group, Ltd. with notifications on news.

Account

Wealth Dimensions Group, Ltd. Ishares Tr Transaction History