Wealth Dimensions Group, Ltd. Ishares Tr Transaction History

Wealth Dimensions Group, Ltd.

$394 Million
Q3 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 2,989 shares of IYR stock, worth $267,485. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,989

Previous 2,989 -0.0%

Holding current value

$267,485

Previous $262,000 16.03%

% of portfolio

0.08%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

598

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Wealth Dimensions Group, Ltd. Ishares Tr Transaction History