Wealth Dimensions Group, Ltd. Ishares Tr Transaction History

Wealth Dimensions Group, Ltd.

$339 Million
Q1 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Tr stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 3,506 shares of IYR stock, worth $306,669. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,506

Previous 3,506 -0.0%

Holding current value

$306,669

Previous $320,000 1.56%

% of portfolio

0.09%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$82.26 - $89.17 $3,043 - $3,299	37 Added 1.01%	3,691 $310,000

Q3 2022 Nov 10, 2022	BUY	N/A	2 Added 0.05%	3,654 $298,000
Q2 2022 Aug 05, 2022	SELL	N/A	-793 Reduced 17.84%	3,652 $336,000
Q1 2022 May 04, 2022	SELL	N/A	-75 Reduced 1.66%	4,445 $481,000
Q4 2021 Feb 04, 2022	SELL	N/A	-161 Reduced 3.44%	4,520 $525,000
Q2 2021 Aug 12, 2021	BUY	N/A	1 Added 0.02%	4,681 $477,000
Q4 2020 Feb 17, 2021	BUY	N/A	4,680 New	4,680 $401,000

Others Institutions Holding IYR

# of Institutions

550

Shares Held

51.2M

Call Options Held

7.14M

Put Options Held

6.54M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

Track This Portfolio

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.

Account

Wealth Dimensions Group, Ltd. Ishares Tr Transaction History