Wealth Dimensions Group, Ltd. Ishares Russell 2000 ETF Transaction History

Wealth Dimensions Group, Ltd.

  • $394 Million
  • Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 3,374 shares of IWM stock, worth $753,717. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,374
Previous 3,373 0.03%
Holding current value
$753,717
Previous $684,000 8.92%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Nov 12, 2024
BUY
$200.87 - $224.6 $200 - $224
1 Added 0.03%
3,374 $745,000
Q2 2024

Aug 09, 2024
BUY
$192.84 - $209.44 $964 - $1,047
5 Added 0.15%
3,373 $684,000
Q4 2023

Feb 09, 2024
BUY
$162.21 - $204.82 $324 - $409
2 Added 0.06%
3,368 $675,000
Q3 2023

Nov 14, 2023
BUY
$174.36 - $198.71 $40,800 - $46,498
234 Added 7.47%
3,366 $594,000
Q2 2023

Aug 14, 2023
BUY
$170.4 - $187.93 $170 - $187
1 Added 0.03%
3,132 $586,000
Q1 2023

May 09, 2023
BUY
$170.25 - $198.32 $7,491 - $8,726
44 Added 1.43%
3,131 $558,000
Q4 2022

Feb 10, 2023
BUY
$166.81 - $188.05 $45,872 - $51,713
275 Added 9.78%
3,087 $538,000
Q2 2022

Aug 05, 2022
SELL
$163.9 - $207.91 $6,064 - $7,692
-37 Reduced 1.3%
2,812 $476,000
Q1 2022

May 04, 2022
BUY
$191.52 - $225.32 $191 - $225
1 Added 0.04%
2,849 $585,000
Q3 2021

Nov 03, 2021
BUY
$211.73 - $231.39 $22,443 - $24,527
106 Added 3.87%
2,848 $623,000
Q2 2021

Aug 12, 2021
BUY
$211.85 - $232.89 $4,660 - $5,123
22 Added 0.81%
2,742 $629,000
Q1 2021

May 13, 2021
BUY
$193.5 - $234.42 $19,930 - $24,145
103 Added 3.94%
2,720 $601,000
Q4 2020

Feb 17, 2021
BUY
$152.18 - $199.14 $398,255 - $521,149
2,617 New
2,617 $513,000

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
View Full List

About ISHARES RUSSELL 2000 ETF

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