Wealth Dimensions Group, Ltd. Ishares Russell 1000 Val ETF Transaction History

Wealth Dimensions Group, Ltd.

$418 Million
Q1 2025

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 11,344 shares of IWD stock, worth $2.14 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

11,344

Previous 11,376 0.28%

Holding current value

$2.14 Million

Previous $2.11 Million 1.33%

% of portfolio

0.51%

Previous 0.52%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$182.82 - $196.21 $5,850 - $6,278	-32 Reduced 0.28%	11,344 $2.13 Million
Q4 2024 Feb 13, 2025	SELL	$183.23 - $199.79 $23,086 - $25,173	-126 Reduced 1.1%	11,376 $2.11 Million
Q3 2024 Nov 12, 2024	BUY	$173.36 - $189.8 $520 - $569	3 Added 0.03%	11,502 $2.18 Million
Q2 2024 Aug 09, 2024	SELL	$169.4 - $179.05 $112,820 - $119,247	-666 Reduced 5.47%	11,499 $2.01 Million
Q1 2024 May 09, 2024	SELL	$161.84 - $179.11 $12,785 - $14,149	-79 Reduced 0.65%	12,165 $2.18 Million
Q4 2023 Feb 09, 2024	BUY	$143.69 - $165.7 $114,233 - $131,731	795 Added 6.94%	12,244 $2.02 Million
Q3 2023 Nov 14, 2023	BUY	$151.73 - $163.56 $88,306 - $95,191	582 Added 5.36%	11,449 $1.74 Million
Q2 2023 Aug 14, 2023	SELL	$148.55 - $157.83 $4,010 - $4,261	-27 Reduced 0.25%	10,867 $1.72 Million
Q1 2023 May 09, 2023	BUY	$145.2 - $161.56 $435 - $484	3 Added 0.03%	10,894 $1.66 Million
Q4 2022 Feb 10, 2023	BUY	$136.78 - $158.99 $1.25 Million - $1.45 Million	9,125 Added 516.7%	10,891 $1.65 Million
Q3 2022 Nov 10, 2022	BUY	$135.99 - $161.15 $407 - $483	3 Added 0.17%	1,766 $240,000
Q2 2022 Aug 05, 2022	BUY	$140.99 - $168.41 $248,565 - $296,906	1,763 New	1,763 $256,000

Others Institutions Holding IWD

# of Institutions

1,907

Shares Held

279M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Wealth Dimensions Group, Ltd. Ishares Russell 1000 Val ETF Transaction History