Litman Gregory Wealth Management LLC Ishares Tr Transaction History

Litman Gregory Wealth Management LLC

$1.16 Billion
Q1 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 33,017 shares of IEFA stock, worth $2.6 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

33,017

Previous 33,541 1.56%

Holding current value

$2.6 Million

Previous $2.36 Million 5.94%

% of portfolio

0.21%

Previous 0.2%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$69.57 - $78.65 $36,454 - $41,212	-524 Reduced 1.56%	33,017 $2.5 Million
Q4 2024 Jan 23, 2025	SELL	$70.06 - $77.43 $39,934 - $44,135	-570 Reduced 1.67%	33,541 $2.36 Million
Q3 2024 Oct 22, 2024	BUY	$70.09 - $78.74 $326,409 - $366,692	4,657 Added 15.81%	34,111 $2.66 Million
Q2 2024 Jul 30, 2024	BUY	$70.77 - $76.19 $10,544 - $11,352	149 Added 0.51%	29,454 $2.14 Million
Q1 2024 May 03, 2024	BUY	$68.14 - $74.43 $88,241 - $96,386	1,295 Added 4.62%	29,305 $2.18 Million
Q4 2023 Jan 31, 2024	BUY	$61.3 - $70.47 $8,214 - $9,442	134 Added 0.48%	28,010 $1.97 Million
Q3 2023 Oct 23, 2023	SELL	$64.04 - $69.58 $39,768 - $43,209	-621 Reduced 2.18%	27,876 $1.79 Million
Q2 2023 Aug 09, 2023	BUY	$66.03 - $69.1 $1.63 Million - $1.71 Million	24,740 Added 658.5%	28,497 $1.92 Million
Q1 2023 Apr 26, 2023	SELL	$62.17 - $67.7 $1.51 Million - $1.65 Million	-24,365 Reduced 86.64%	3,757 $251,000
Q4 2022 Jan 17, 2023	SELL	$52.35 - $63.65 $82,713 - $100,567	-1,580 Reduced 5.32%	28,122 $0
Q3 2022 Oct 13, 2022	SELL	$52.32 - $63.1 $210,431 - $253,788	-4,022 Reduced 11.93%	29,702 $1.56 Million
Q2 2022 Jul 21, 2022	BUY	$57.91 - $70.46 $926 - $1,127	16 Added 0.05%	33,724 $1.99 Million
Q1 2022 May 04, 2022	SELL	$63.26 - $75.48 $108,680 - $129,674	-1,718 Reduced 4.85%	33,708 $2.34 Million
Q4 2021 Feb 10, 2022	SELL	$72.36 - $77.76 $516,939 - $555,517	-7,144 Reduced 16.78%	35,426 $2.64 Million
Q3 2021 Nov 03, 2021	BUY	$72.98 - $78.2 $2.87 Million - $3.08 Million	39,353 Added 1223.28%	42,570 $3.16 Million
Q2 2021 Jul 27, 2021	SELL	$73.11 - $77.88 $2.96 Million - $3.16 Million	-40,516 Reduced 92.64%	3,217 $3.22 Million
Q4 2020 Feb 05, 2021	SELL	$58.13 - $69.71 $10,754 - $12,896	-185 Reduced 0.42%	43,733 $3.02 Million
Q3 2020 Nov 03, 2020	BUY	$57.43 - $62.28 $123,646 - $134,088	2,153 Added 5.16%	43,918 $2.65 Million
Q2 2020 Jul 31, 2020	BUY	$47.43 - $60.75 $686,074 - $878,748	14,465 Added 52.99%	41,765 $2.39 Million
Q1 2020 Apr 28, 2020	BUY	$43.31 - $66.12 $1.18 Million - $1.8 Million	27,255 Added 60566.67%	27,300 $1.36 Million
Q2 2019 Jul 31, 2019	BUY	$59.39 - $62.73 $2,672 - $2,822	45 New	45 $3,000

Others Institutions Holding IEFA

# of Institutions

2,210

Shares Held

1.5B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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

Litman Gregory Wealth Management LLC Ishares Tr Transaction History