Wealth Dimensions Group, Ltd. Ishares Trust Ishares 1 5 Year Transaction History

Wealth Dimensions Group, Ltd.

$394 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$49.84 - $51.62 $194,874 - $201,834	-3,910 Closed	0 $0
Q4 2020 Feb 17, 2021	BUY	$54.79 - $55.17 $214,228 - $215,714	3,910 New	3,910 $216,000

Others Institutions Holding IGSB

# of Institutions

974

Shares Held

315M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

23.5M
Shares

$1.22 Billion
0.24% of portfolio
Northern Trust Corp Chicago, IL

21.5M
Shares

$1.11 Billion
0.19% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$798 Million
10.73% of portfolio
Matson Money. Inc.

13.4M
Shares

$694 Million
24.32% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$631 Million
0.01% of portfolio

About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
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