Wealth Dimensions Group, Ltd. Ihares Core 1 5 Years Usd Bond Transaction History
Wealth Dimensions Group, Ltd.
- $418 Million
- Q1 2025
A detailed history of Wealth Dimensions Group, Ltd. transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 49,899 shares of ISTB stock, worth $2.42 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
49,899
Previous 47,586
4.86%
Holding current value
$2.42 Million
Previous $2.27 Million
6.12%
% of portfolio
0.58%
Previous 0.56%
Shares
17 transactions
Others Institutions Holding ISTB
# of Institutions
419Shares Held
61.3MCall Options Held
0Put Options Held
100-
Acorns Advisers, LLC Irvine, CA10.9MShares$529 Million5.07% of portfolio
-
State Of Wisconsin Investment Board Madison, WI5.05MShares$244 Million0.67% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.98MShares$144 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2MShares$96.6 Million0.04% of portfolio
-
Trust Point Inc. La Crosse, WI1.82MShares$88 Million8.02% of portfolio