Wealth Dimensions Group, Ltd. Ishares Russell2000 Val ETF Transaction History

Wealth Dimensions Group, Ltd.

  • $394 Million
  • Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 12,039 shares of IWN stock, worth $2.03 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
12,039
Previous 12,215 1.44%
Holding current value
$2.03 Million
Previous $1.86 Million 7.96%
% of portfolio
0.51%
Previous 0.53%

Shares

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

Nov 12, 2024
SELL
$150.05 - $171.34 $26,408 - $30,155
-176 Reduced 1.44%
12,039 $2.01 Million
Q2 2024

Aug 09, 2024
SELL
$146.03 - $158.93 $93,897 - $102,191
-643 Reduced 5.0%
12,215 $1.86 Million
Q1 2024

May 09, 2024
SELL
$145.61 - $158.81 $99,160 - $108,149
-681 Reduced 5.03%
12,858 $2.04 Million
Q4 2023

Feb 09, 2024
SELL
$125.51 - $158.2 $216,881 - $273,369
-1,728 Reduced 11.32%
13,539 $2.1 Million
Q3 2023

Nov 14, 2023
SELL
$133.8 - $151.24 $47,499 - $53,690
-355 Reduced 2.27%
15,267 $2.07 Million
Q2 2023

Aug 14, 2023
SELL
$128.93 - $142.33 $128,930 - $142,330
-1,000 Reduced 6.02%
15,622 $2.2 Million
Q1 2023

May 09, 2023
SELL
$130.78 - $156.96 $85,268 - $102,337
-652 Reduced 3.77%
16,622 $2.28 Million
Q4 2022

Feb 10, 2023
SELL
$131.32 - $149.64 $277,873 - $316,638
-2,116 Reduced 10.91%
17,274 $2.4 Million
Q3 2022

Nov 10, 2022
BUY
$128.93 - $159.38 $41,773 - $51,639
324 Added 1.7%
19,390 $2.5 Million
Q2 2022

Aug 05, 2022
SELL
$134.47 - $162.71 $246,349 - $298,084
-1,832 Reduced 8.77%
19,066 $2.6 Million
Q1 2022

May 04, 2022
BUY
$151.25 - $169.21 $475,378 - $531,827
3,143 Added 17.7%
20,898 $3.37 Million
Q4 2021

Feb 04, 2022
BUY
$157.31 - $176.88 $516,606 - $580,873
3,284 Added 22.69%
17,755 $2.95 Million
Q3 2021

Nov 03, 2021
BUY
$152.99 - $167.43 $326,939 - $357,797
2,137 Added 17.33%
14,471 $2.32 Million
Q2 2021

Aug 12, 2021
BUY
$156.91 - $173.97 $364,658 - $404,306
2,324 Added 23.22%
12,334 $2.05 Million
Q1 2021

May 13, 2021
SELL
$130.0 - $169.53 $45,500 - $59,335
-350 Reduced 3.38%
10,010 $1.6 Million
Q4 2020

Feb 17, 2021
BUY
$100.9 - $132.3 $1.05 Million - $1.37 Million
10,360 New
10,360 $1.37 Million

Others Institutions Holding IWN

# of Institutions
1,070
Shares Held
58.8M
Call Options Held
707K
Put Options Held
207K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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