Wealth Dimensions Group, Ltd. Ishares Russell Mid Cap ETF Transaction History

Wealth Dimensions Group, Ltd.

  • $418 Million
  • Q1 2025

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 9,249 shares of IWR stock, worth $862,376. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,249
Previous 9,249 -0.0%
Holding current value
$862,376
Previous $817,000 3.79%
% of portfolio
0.19%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$87.25 - $95.52 $388,698 - $425,541
4,455 Added 92.93%
9,249 $817,000
Q2 2024

Aug 09, 2024
SELL
$78.66 - $83.59 $5,978 - $6,352
-76 Reduced 1.56%
4,794 $388,000
Q4 2023

Feb 09, 2024
SELL
$64.84 - $78.27 $61,144 - $73,808
-943 Reduced 16.22%
4,870 $378,000
Q3 2023

Nov 14, 2023
BUY
$68.54 - $75.91 $1,644 - $1,821
24 Added 0.41%
5,813 $402,000
Q2 2023

Aug 14, 2023
BUY
$67.49 - $73.03 $29,695 - $32,133
440 Added 8.23%
5,789 $422,000
Q3 2022

Nov 10, 2022
SELL
$62.15 - $74.82 $43,505 - $52,373
-700 Reduced 11.57%
5,349 $332,000
Q1 2022

May 04, 2022
SELL
$72.29 - $82.89 $7,373 - $8,454
-102 Reduced 1.66%
6,049 $472,000
Q4 2021

Feb 04, 2022
BUY
$78.41 - $85.28 $45,948 - $49,974
586 Added 10.53%
6,151 $511,000
Q3 2021

Nov 03, 2021
SELL
$76.44 - $82.59 $76,440 - $82,590
-1,000 Reduced 15.23%
5,565 $435,000
Q2 2021

Aug 12, 2021
SELL
$74.82 - $79.61 $23,643 - $25,156
-316 Reduced 4.59%
6,565 $520,000
Q4 2020

Feb 17, 2021
BUY
$57.75 - $68.61 $397,377 - $472,105
6,881 New
6,881 $472,000

Others Institutions Holding IWR

# of Institutions
1,581
Shares Held
370M
Call Options Held
151K
Put Options Held
30.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Wealth Dimensions Group, Ltd. Portfolio

Follow Wealth Dimensions Group, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Dimensions Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Dimensions Group, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email