Wealth Dimensions Group, Ltd. Ishares Russell2000 Val ETF Transaction History
Wealth Dimensions Group, Ltd.
- $350 Million
- Q2 2024
A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 12,215 shares of IWN stock, worth $2.16 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
12,215
Previous 12,858
5.0%
Holding current value
$2.16 Million
Previous $2.04 Million
8.87%
% of portfolio
0.53%
Previous 0.6%
Shares
15 transactions
Others Institutions Holding IWN
# of Institutions
1,021Shares Held
61.2MCall Options Held
840KPut Options Held
134K-
Bank Of America Corp Charlotte, NC6.67MShares$1.18 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$868 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$466 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$442 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$438 Million0.44% of portfolio