Wealth Dimensions Group, Ltd. Ishares Russell2000 Val ETF Transaction History
Wealth Dimensions Group, Ltd.
- $339 Million
- Q1 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 12,858 shares of IWN stock, worth $1.95 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
12,858
Previous 13,539
5.03%
Holding current value
$1.95 Million
Previous $2.1 Million
2.95%
% of portfolio
0.6%
Previous 0.67%
Shares
14 transactions
Others Institutions Holding IWN
# of Institutions
1,010Shares Held
59.9MCall Options Held
468KPut Options Held
254K-
Bank Of America Corp Charlotte, NC6.24MShares$946 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.07MShares$919 Million0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.59MShares$392 Million1.26% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$378 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.35MShares$355 Million0.51% of portfolio