Wealth Dimensions Group, Ltd. Ishares Russell2000 Val ETF Transaction History
Wealth Dimensions Group, Ltd.
- $394 Million
- Q3 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 12,039 shares of IWN stock, worth $2.15 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
12,039
Previous 12,215
1.44%
Holding current value
$2.15 Million
Previous $1.86 Million
7.96%
% of portfolio
0.51%
Previous 0.53%
Shares
16 transactions
Others Institutions Holding IWN
# of Institutions
1,052Shares Held
58.8MCall Options Held
987KPut Options Held
207K-
Bank Of America Corp Charlotte, NC6.32MShares$1.13 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.19MShares$925 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.73MShares$487 Million1.37% of portfolio
-
Jones Financial Companies Lllp2.58MShares$461 Million0.44% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$445 Million1.27% of portfolio