Wealth Dimensions Group, Ltd. Ishares S&P 500 Value ETF Transaction History

Wealth Dimensions Group, Ltd.

$452 Million
Q2 2025

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 11,452 shares of IVE stock, worth $2.35 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

11,452

Previous 11,161 2.61%

Holding current value

$2.35 Million

Previous $2.13 Million 5.17%

% of portfolio

0.49%

Previous 0.51%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$168.34 - $195.42 $48,986 - $56,867	291 Added 2.61%	11,452 $2.24 Million
Q1 2025 May 05, 2025	SELL	$185.78 - $198.58 $35,483 - $37,928	-191 Reduced 1.68%	11,161 $2.13 Million
Q4 2024 Feb 13, 2025	SELL	$189.5 - $206.17 $18,192 - $19,792	-96 Reduced 0.84%	11,352 $2.17 Million
Q3 2024 Nov 12, 2024	SELL	$181.06 - $197.17 $18,106 - $19,717	-100 Reduced 0.87%	11,448 $2.26 Million
Q2 2024 Aug 09, 2024	SELL	$176.58 - $186.7 $9,005 - $9,521	-51 Reduced 0.44%	11,548 $2.1 Million
Q1 2024 May 09, 2024	SELL	$171.09 - $186.81 $7,014 - $7,659	-41 Reduced 0.35%	11,599 $2.17 Million
Q4 2023 Feb 09, 2024	SELL	$147.64 - $174.21 $7,529 - $8,884	-51 Reduced 0.44%	11,640 $2.02 Million
Q3 2023 Nov 14, 2023	BUY	$153.33 - $166.75 $1,839 - $2,001	12 Added 0.1%	11,691 $1.8 Million
Q2 2023 Aug 14, 2023	SELL	$149.72 - $161.19 $47,311 - $50,936	-316 Reduced 2.63%	11,679 $1.88 Million
Q1 2023 May 09, 2023	BUY	$144.21 - $159.47 $11,392 - $12,598	79 Added 0.66%	11,995 $1.82 Million
Q4 2022 Feb 10, 2023	SELL	$129.68 - $151.79 $139,016 - $162,718	-1,072 Reduced 8.25%	11,916 $1.73 Million
Q3 2022 Nov 10, 2022	SELL	$128.52 - $150.96 $514 - $603	-4 Reduced 0.03%	12,988 $1.67 Million
Q2 2022 Aug 05, 2022	SELL	$133.27 - $158.52 $67,834 - $80,686	-509 Reduced 3.77%	12,992 $1.79 Million
Q1 2022 May 04, 2022	SELL	$147.46 - $159.06 $9,732 - $10,497	-66 Reduced 0.49%	13,501 $2.1 Million
Q4 2021 Feb 04, 2022	SELL	$145.8 - $156.8 $43,302 - $46,569	-297 Reduced 2.14%	13,567 $2.13 Million
Q3 2021 Nov 03, 2021	SELL	$143.75 - $152.0 $26,018 - $27,512	-181 Reduced 1.29%	13,864 $2.02 Million
Q2 2021 Aug 12, 2021	SELL	$142.18 - $151.25 $54,170 - $57,626	-381 Reduced 2.64%	14,045 $2.07 Million
Q1 2021 May 13, 2021	SELL	$125.98 - $142.4 $17,133 - $19,366	-136 Reduced 0.93%	14,426 $2.04 Million
Q4 2020 Feb 17, 2021	BUY	$109.93 - $128.18 $1.6 Million - $1.87 Million	14,562 New	14,562 $1.86 Million

Others Institutions Holding IVE

# of Institutions

1,708

Shares Held

166M

Call Options Held

93.3K

Put Options Held

41K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Wealth Dimensions Group, Ltd. Ishares S&P 500 Value ETF Transaction History