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

Wealth Dimensions Group, Ltd.

  • $339 Million
  • Q1 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 48,751 shares of ISTB stock, worth $2.31 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
48,751
Previous 50,573 3.6%
Holding current value
$2.31 Million
Previous $2.41 Million 3.87%
% of portfolio
0.68%
Previous 0.76%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$45.73 - $46.84 $5.36 Million - $5.49 Million
-117,119 Reduced 59.8%
78,745 $3.66 Million
Q3 2022

Nov 10, 2022
SELL
N/A
-29,660 Reduced 13.15%
195,864 $9.03 Million
Q2 2022

Aug 05, 2022
SELL
N/A
-12,199 Reduced 5.13%
225,524 $10.7 Million
Q1 2022

May 04, 2022
BUY
N/A
5,687 Added 2.45%
237,723 $11.5 Million
Q4 2021

Feb 04, 2022
BUY
N/A
200,293 Added 630.98%
232,036 $11.7 Million
Q2 2021

Aug 12, 2021
BUY
N/A
116 Added 0.37%
31,743 $1.63 Million
Q1 2021

May 13, 2021
SELL
N/A
-467 Reduced 1.46%
31,627 $1.62 Million
Q4 2020

Feb 17, 2021
BUY
N/A
32,094 New
32,094 $1.66 Million

Others Institutions Holding ISTB

# of Institutions
394
Shares Held
58.9M
Call Options Held
500
Put Options Held
2K
View Full List

About IHARES CORE 1-5 YEARS USD BOND

ISTB Quotes by TradingView
  • Ticker ISTB
  • Sector ETFs
  • Industry ETFs
More about ISTB
Track This Portfolio

Track Wealth Dimensions Group, Ltd. Portfolio

Follow Wealth Dimensions Group, Ltd. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email