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

Wealth Dimensions Group, Ltd.

  • $394 Million
  • Q3 2024

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 11,502 shares of IWD stock, worth $2.22 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
11,502
Previous 11,499 0.03%
Holding current value
$2.22 Million
Previous $2.01 Million 8.82%
% of portfolio
0.55%
Previous 0.57%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,714
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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