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

Wealth Dimensions Group, Ltd.

$394 Million
Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 8,722 shares of IWF stock, worth $3.55 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

8,722

Previous 8,829 1.21%

Holding current value

$3.55 Million

Previous $3.22 Million 1.74%

% of portfolio

0.83%

Previous 0.92%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$332.02 - $382.76 $35,526 - $40,955	-107 Reduced 1.21%	8,722 $3.27 Million
Q2 2024 Aug 09, 2024	SELL	$316.15 - $367.33 $145,745 - $169,339	-461 Reduced 4.96%	8,829 $3.22 Million
Q1 2024 May 09, 2024	SELL	$294.43 - $339.01 $69,485 - $80,006	-236 Reduced 2.48%	9,290 $3.13 Million
Q4 2023 Feb 09, 2024	SELL	$256.94 - $304.21 $119,477 - $141,457	-465 Reduced 4.65%	9,526 $2.89 Million
Q3 2023 Nov 14, 2023	BUY	$263.8 - $285.38 $22,686 - $24,542	86 Added 0.87%	9,991 $2.66 Million
Q2 2023 Aug 14, 2023	SELL	$239.31 - $275.18 $16,751 - $19,262	-70 Reduced 0.7%	9,905 $2.73 Million
Q1 2023 May 09, 2023	BUY	$209.92 - $244.33 $58,987 - $68,656	281 Added 2.9%	9,975 $2.44 Million
Q4 2022 Feb 10, 2023	BUY	$207.03 - $232.89 $1.22 Million - $1.38 Million	5,915 Added 156.52%	9,694 $2.08 Million
Q3 2022 Nov 10, 2022	BUY	$210.4 - $257.47 $1,052 - $1,287	5 Added 0.13%	3,779 $795,000
Q2 2022 Aug 05, 2022	BUY	$209.9 - $283.21 $100,332 - $135,374	478 Added 14.5%	3,774 $825,000
Q1 2022 May 04, 2022	BUY	$246.62 - $307.78 $266,842 - $333,017	1,082 Added 48.87%	3,296 $915,000
Q3 2021 Nov 03, 2021	BUY	$272.07 - $292.68 $47,340 - $50,926	174 Added 8.53%	2,214 $607,000
Q2 2021 Aug 12, 2021	BUY	$244.58 - $272.16 $32,529 - $36,197	133 Added 6.97%	2,040 $554,000
Q4 2020 Feb 17, 2021	BUY	$209.58 - $241.25 $399,669 - $460,063	1,907 New	1,907 $460,000

Others Institutions Holding IWF

# of Institutions

2,219

Shares Held

204M

Call Options Held

346K

Put Options Held

136K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Wealth Dimensions Group, Ltd. Ishares Russell 1000 Gr ETF Transaction History