Litman Gregory Wealth Management LLC Ishares Tr Transaction History

Litman Gregory Wealth Management LLC

$1.19 Billion
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 04, 2022	SELL	$93.87 - $107.98 $570,541 - $656,302	-6,078 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$106.57 - $110.92 $1,811 - $1,885	17 Added 0.28%	6,078 $663,000
Q3 2021 Nov 03, 2021	BUY	$109.98 - $113.55 $552,429 - $570,361	5,023 Added 483.91%	6,061 $667,000
Q2 2021 Jul 27, 2021	SELL	$109.25 - $112.9 $763,002 - $788,493	-6,984 Reduced 87.06%	1,038 $1.04 Million
Q1 2021 May 10, 2021	SELL	$106.72 - $115.35 $2.84 Million - $3.07 Million	-26,582 Reduced 76.82%	8,022 $873,000
Q4 2020 Feb 05, 2021	BUY	$109.8 - $115.91 $296,130 - $312,609	2,697 Added 8.45%	34,604 $4.01 Million
Q3 2020 Nov 03, 2020	BUY	$109.14 - $114.48 $89,713 - $94,102	822 Added 2.64%	31,907 $3.54 Million
Q2 2020 Jul 31, 2020	BUY	$93.85 - $109.23 $131,390 - $152,922	1,400 Added 4.72%	31,085 $3.4 Million
Q1 2020 Apr 28, 2020	SELL	$85.8 - $117.01 $438,266 - $597,687	-5,108 Reduced 14.68%	29,685 $2.87 Million
Q4 2019 Jan 30, 2020	BUY	$111.26 - $114.74 $181,020 - $186,681	1,627 Added 4.91%	34,793 $3.99 Million
Q3 2019 Nov 06, 2019	BUY	$112.56 - $115.59 $41,759 - $42,883	371 Added 1.13%	33,166 $3.76 Million
Q2 2019 Jul 31, 2019	BUY	$108.45 - $113.94 $35,137 - $36,916	324 Added 1.0%	32,795 $3.72 Million
Q1 2019 Apr 30, 2019	BUY	$103.91 - $110.19 $334,486 - $354,701	3,219 Added 11.0%	32,471 $3.57 Million
Q4 2018 Feb 01, 2019	BUY	$102.36 - $107.47 $344,134 - $361,314	3,362 Added 12.99%	29,252 $3.04 Million
Q3 2018 Nov 15, 2018	BUY	$105.2 - $109.57 $2.65 Million - $2.76 Million	25,200 Added 3652.17%	25,890 $2.79 Million
Q1 2018 May 07, 2018	SELL	$111.09 - $116.72 $1,888 - $1,984	-17 Reduced 2.4%	690 $78,000
Q4 2017 Jan 30, 2018	BUY	$114.36 - $116.42 $21,499 - $21,886	188 Added 36.22%	707 $82,000
Q3 2017 Nov 09, 2017	BUY	$115.8 - $117.26 $60,100 - $60,857	519	519 $60,000

Others Institutions Holding EMB

# of Institutions

925

Shares Held

146M

Call Options Held

4.01M

Put Options Held

10.6M

View Full List

About ISHARES TR

Ticker EMB
Sector ETFs
Industry ETFs

More about EMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Account