Litman Gregory Wealth Management LLC Ishares Core S&P Mid Cap ETF Transaction History

Litman Gregory Wealth Management LLC

  • $1.16 Billion
  • Q1 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 870,956 shares of IJH stock, worth $54.7 Million. This represents 4.36% of its overall portfolio holdings.

Number of Shares
870,956
Holding current value
$54.7 Million
% of portfolio
4.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$57.21 - $65.8 $49.8 Million - $57.3 Million
870,956 New
870,956 $50.8 Million
Q2 2021

Jul 27, 2021
SELL
$260.21 - $276.38 $3,122 - $3,316
-12 Closed
0 $0
Q4 2020

Feb 05, 2021
BUY
$187.77 - $230.69 $2,253 - $2,768
12 New
12 $3,000
Q1 2020

Apr 28, 2020
SELL
$121.75 - $210.58 $12,662 - $21,900
-104 Closed
0 $0
Q2 2019

Jul 31, 2019
BUY
$181.14 - $198.0 $18,838 - $20,592
104 New
104 $20,000

Others Institutions Holding IJH

# of Institutions
2,675
Shares Held
1.17B
Call Options Held
634K
Put Options Held
150K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management LLC 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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email