Litman Gregory Wealth Management LLC Ishares Barclays Transaction History

Litman Gregory Wealth Management LLC

$1.15 Billion
Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Barclays stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 68,071 shares of IEF stock, worth $6.32 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

68,071

Previous 64,000 6.36%

Holding current value

$6.32 Million

Previous $6.28 Million 0.22%

% of portfolio

0.55%

Previous 0.53%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$92.08 - $98.18 $374,857 - $399,690	4,071 Added 6.36%	68,071 $6.29 Million
Q3 2024 Oct 22, 2024	SELL	$92.67 - $99.14 $74,877 - $80,105	-808 Reduced 1.25%	64,000 $6.28 Million
Q2 2024 Jul 30, 2024	SELL	$91.24 - $94.6 $11,861 - $12,298	-130 Reduced 0.2%	64,808 $6.07 Million
Q1 2024 May 03, 2024	BUY	$93.54 - $96.82 $197,462 - $204,387	2,111 Added 3.36%	64,938 $6.15 Million
Q4 2023 Jan 31, 2024	BUY	$88.95 - $97.0 $98,467 - $107,379	1,107 Added 1.79%	62,827 $6.06 Million
Q3 2023 Oct 23, 2023	BUY	$91.32 - $97.13 $304,826 - $324,219	3,338 Added 5.72%	61,720 $5.65 Million
Q2 2023 Aug 09, 2023	BUY	$96.39 - $100.48 $5.63 Million - $5.87 Million	58,382 New	58,382 $5.64 Million
Q4 2022 Jan 17, 2023	BUY	$92.93 - $99.14 $179,726 - $191,736	1,934 Added 3.45%	57,961 $0
Q3 2022 Oct 13, 2022	BUY	$94.56 - $105.6 $162,359 - $181,315	1,717 Added 3.16%	56,027 $5.38 Million
Q2 2022 Jul 21, 2022	SELL	$98.15 - $106.65 $6,379 - $6,932	-65 Reduced 0.12%	54,310 $5.56 Million
Q1 2022 May 04, 2022	BUY	$106.08 - $113.93 $81,893 - $87,953	772 Added 1.44%	54,375 $5.84 Million
Q4 2021 Feb 10, 2022	SELL	$113.55 - $116.36 $245,381 - $251,453	-2,161 Reduced 3.88%	53,603 $6.16 Million
Q3 2021 Nov 03, 2021	BUY	$114.96 - $118.18 $4.87 Million - $5.01 Million	42,382 Added 316.71%	55,764 $6.43 Million
Q2 2021 Jul 27, 2021	SELL	$113.04 - $115.78 $28.7 Million - $29.4 Million	-254,261 Reduced 95.0%	13,382 $13.4 Million
Q1 2021 May 10, 2021	SELL	$112.93 - $119.98 $922,751 - $980,356	-8,171 Reduced 2.96%	267,643 $30.2 Million
Q4 2020 Feb 05, 2021	SELL	$119.27 - $121.81 $1.6 Million - $1.63 Million	-13,415 Reduced 4.64%	275,814 $33.1 Million
Q3 2020 Nov 03, 2020	BUY	$121.18 - $123.06 $533,797 - $542,079	4,405 Added 1.55%	289,229 $35.2 Million
Q2 2020 Jul 31, 2020	BUY	$119.77 - $122.41 $5.03 Million - $5.14 Million	41,972 Added 17.28%	284,824 $34.7 Million
Q1 2020 Apr 28, 2020	SELL	$110.73 - $121.48 $4.52 Million - $4.96 Million	-40,809 Reduced 14.39%	242,852 $29.5 Million
Q4 2019 Jan 30, 2020	SELL	$110.18 - $113.81 $874,939 - $903,765	-7,941 Reduced 2.72%	283,661 $31.3 Million
Q3 2019 Nov 06, 2019	BUY	$108.93 - $114.25 $27.4 Million - $28.7 Million	251,316 Added 623.83%	291,602 $32.8 Million
Q2 2019 Jul 31, 2019	SELL	$105.05 - $110.09 $81,308 - $85,209	-774 Reduced 1.89%	40,286 $4.43 Million
Q1 2019 Apr 30, 2019	BUY	$103.43 - $106.84 $161,867 - $167,204	1,565 Added 3.96%	41,060 $4.38 Million
Q4 2018 Feb 01, 2019	SELL	$99.72 - $104.2 $341,740 - $357,093	-3,427 Reduced 7.98%	39,495 $4.12 Million
Q3 2018 Nov 15, 2018	BUY	$100.79 - $102.89 $668,338 - $682,263	6,631 Added 18.27%	42,922 $4.34 Million
Q2 2018 Aug 09, 2018	BUY	$100.36 - $103.12 $20,272 - $20,830	202 Added 0.56%	36,291 $3.72 Million
Q1 2018 May 07, 2018	SELL	$101.6 - $105.33 $40,640 - $42,132	-400 Reduced 1.1%	36,089 $3.72 Million
Q4 2017 Jan 30, 2018	BUY	$105.0 - $106.86 $171,990 - $175,036	1,638 Added 4.7%	36,489 $3.85 Million
Q3 2017 Nov 09, 2017	BUY	$106.52 - $107.22 $3.71 Million - $3.74 Million	34,851	34,851 $3.71 Million

Others Institutions Holding IEF

# of Institutions

1,093

Shares Held

295M

Call Options Held

14.3M

Put Options Held

8.92M

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About ISHARES BARCLAYS

Ticker IEF
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Litman Gregory Wealth Management LLC Ishares Barclays Transaction History