Wealth Dimensions Group, Ltd. Ihares Core 1 5 Years Usd Bond Transaction History

Wealth Dimensions Group, Ltd.

$394 Million
Q3 2024

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 47,092 shares of ISTB stock, worth $2.24 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

47,092

Previous 47,238 0.31%

Holding current value

$2.24 Million

Previous $2.24 Million 2.46%

% of portfolio

0.58%

Previous 0.64%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$47.18 - $48.74 $6,888 - $7,116	-146 Reduced 0.31%	47,092 $2.29 Million
Q2 2024 Aug 09, 2024	SELL	$46.84 - $47.46 $70,868 - $71,806	-1,513 Reduced 3.1%	47,238 $2.24 Million
Q1 2024 May 09, 2024	SELL	$47.16 - $47.73 $85,925 - $86,964	-1,822 Reduced 3.6%	48,751 $2.31 Million
Q4 2023 Feb 09, 2024	SELL	$46.0 - $47.56 $535,716 - $553,883	-11,646 Reduced 18.72%	50,573 $2.41 Million
Q3 2023 Nov 14, 2023	SELL	$46.26 - $46.9 $528,335 - $535,644	-11,421 Reduced 15.51%	62,219 $2.89 Million
Q2 2023 Aug 14, 2023	SELL	$46.63 - $47.38 $151,873 - $154,316	-3,257 Reduced 4.24%	73,640 $3.43 Million
Q1 2023 May 09, 2023	SELL	$46.16 - $47.28 $85,303 - $87,373	-1,848 Reduced 2.35%	76,897 $3.63 Million
Q4 2022 Feb 10, 2023	SELL	$45.61 - $46.84 $5.34 Million - $5.49 Million	-117,119 Reduced 59.8%	78,745 $3.66 Million
Q3 2022 Nov 10, 2022	SELL	$45.93 - $47.9 $1.36 Million - $1.42 Million	-29,660 Reduced 13.15%	195,864 $9.03 Million
Q2 2022 Aug 05, 2022	SELL	$46.78 - $48.31 $570,669 - $589,333	-12,199 Reduced 5.13%	225,524 $10.7 Million
Q1 2022 May 04, 2022	BUY	$48.28 - $50.36 $274,568 - $286,397	5,687 Added 2.45%	237,723 $11.5 Million
Q4 2021 Feb 04, 2022	BUY	$50.4 - $51.06 $10.1 Million - $10.2 Million	200,293 Added 630.98%	232,036 $11.7 Million
Q2 2021 Aug 12, 2021	BUY	$51.18 - $51.42 $5,936 - $5,964	116 Added 0.37%	31,743 $1.63 Million
Q1 2021 May 13, 2021	SELL	$51.2 - $51.67 $23,910 - $24,129	-467 Reduced 1.46%	31,627 $1.62 Million
Q4 2020 Feb 17, 2021	BUY	$51.33 - $51.65 $1.65 Million - $1.66 Million	32,094 New	32,094 $1.66 Million

Others Institutions Holding ISTB

# of Institutions

388

Shares Held

57.6M

Call Options Held

Put Options Held

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About IHARES CORE 1-5 YEARS USD BOND

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Wealth Dimensions Group, Ltd. Ihares Core 1 5 Years Usd Bond Transaction History