Wealth Dimensions Group, Ltd. Ishares Tr Transaction History

Wealth Dimensions Group, Ltd.

  • $418 Million
  • Q1 2025

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Tr stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 2,940 shares of IYR stock, worth $277,947. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,940
Previous 2,940 -0.0%
Holding current value
$277,947
Previous $273,000 2.93%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Feb 13, 2025
SELL
$90.74 - $102.87 $4,446 - $5,040
-49 Reduced 1.64%
2,940 $273,000
Q2 2024

Aug 09, 2024
SELL
$81.6 - $89.23 $42,187 - $46,131
-517 Reduced 14.75%
2,989 $262,000
Q4 2023

Feb 09, 2024
BUY
$73.28 - $92.46 $1,978 - $2,496
27 Added 0.78%
3,506 $320,000
Q3 2023

Nov 14, 2023
SELL
$77.12 - $89.86 $10,334 - $12,041
-134 Reduced 3.71%
3,479 $271,000
Q2 2023

Aug 14, 2023
SELL
$80.51 - $86.54 $5,474 - $5,884
-68 Reduced 1.85%
3,613 $312,000
Q1 2023

May 09, 2023
SELL
$78.73 - $95.24 $787 - $952
-10 Reduced 0.27%
3,681 $312,000
Q4 2022

Feb 10, 2023
BUY
$76.97 - $89.17 $2,847 - $3,299
37 Added 1.01%
3,691 $310,000
Q3 2022

Nov 10, 2022
BUY
$80.64 - $103.19 $161 - $206
2 Added 0.05%
3,654 $298,000
Q2 2022

Aug 05, 2022
SELL
$86.95 - $112.38 $68,951 - $89,117
-793 Reduced 17.84%
3,652 $336,000
Q1 2022

May 04, 2022
SELL
$99.21 - $115.26 $7,440 - $8,644
-75 Reduced 1.66%
4,445 $481,000
Q4 2021

Feb 04, 2022
SELL
$103.03 - $116.14 $16,587 - $18,698
-161 Reduced 3.44%
4,520 $525,000
Q2 2021

Aug 12, 2021
BUY
$93.58 - $104.97 $93 - $104
1 Added 0.02%
4,681 $477,000
Q4 2020

Feb 17, 2021
BUY
$76.87 - $86.71 $359,751 - $405,802
4,680 New
4,680 $401,000

Others Institutions Holding IYR

# of Institutions
579
Shares Held
43.3M
Call Options Held
5.79M
Put Options Held
4.51M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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