Wealth Dimensions Group, Ltd. Ishares Core S&P 500 ETF Transaction History

Wealth Dimensions Group, Ltd.

  • $394 Million
  • Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 39,940 shares of IVV stock, worth $24.1 Million. This represents 5.85% of its overall portfolio holdings.

Number of Shares
39,940
Previous 39,981 0.1%
Holding current value
$24.1 Million
Previous $21.9 Million 5.3%
% of portfolio
5.85%
Previous 6.24%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$520.18 - $576.82 $21,327 - $23,649
-41 Reduced 0.1%
39,940 $23 Million
Q2 2024

Aug 09, 2024
SELL
$497.53 - $549.64 $32,836 - $36,276
-66 Reduced 0.16%
39,981 $21.9 Million
Q1 2024

May 09, 2024
SELL
$469.56 - $525.73 $570,984 - $639,287
-1,216 Reduced 2.95%
40,047 $21.1 Million
Q4 2023

Feb 09, 2024
SELL
$412.55 - $479.0 $172,445 - $200,222
-418 Reduced 1.0%
41,263 $19.7 Million
Q3 2023

Nov 14, 2023
SELL
$427.76 - $460.18 $81,274 - $87,434
-190 Reduced 0.45%
41,681 $17.9 Million
Q2 2023

Aug 14, 2023
SELL
$406.17 - $445.71 $143,378 - $157,335
-353 Reduced 0.84%
41,871 $18.7 Million
Q1 2023

May 09, 2023
BUY
$381.13 - $418.66 $232,108 - $254,963
609 Added 1.46%
42,224 $17.4 Million
Q4 2022

Feb 10, 2023
BUY
$357.98 - $409.32 $4.13 Million - $4.72 Million
11,528 Added 38.32%
41,615 $16 Million
Q3 2022

Nov 10, 2022
BUY
$358.65 - $432.04 $614,008 - $739,652
1,712 Added 6.03%
30,087 $10.8 Million
Q2 2022

Aug 05, 2022
SELL
$366.99 - $458.8 $1.09 Million - $1.36 Million
-2,962 Reduced 9.45%
28,375 $10.8 Million
Q1 2022

May 04, 2022
BUY
$418.06 - $479.84 $3.13 Million - $3.59 Million
7,487 Added 31.39%
31,337 $14.2 Million
Q4 2021

Feb 04, 2022
SELL
$430.29 - $479.53 $34,423 - $38,362
-80 Reduced 0.33%
23,850 $11.4 Million
Q3 2021

Nov 03, 2021
SELL
$426.8 - $455.27 $198,035 - $211,245
-464 Reduced 1.9%
23,930 $10.3 Million
Q2 2021

Aug 12, 2021
SELL
$402.08 - $429.92 $100,117 - $107,050
-249 Reduced 1.01%
24,394 $10.5 Million
Q1 2021

May 13, 2021
SELL
$370.22 - $398.75 $171,411 - $184,621
-463 Reduced 1.84%
24,643 $9.8 Million
Q4 2020

Feb 17, 2021
BUY
$327.62 - $375.39 $8.23 Million - $9.42 Million
25,106 New
25,106 $9.42 Million

Others Institutions Holding IVV

# of Institutions
3,448
Shares Held
686M
Call Options Held
1.45M
Put Options Held
1.1M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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