Litman Gregory Wealth Management LLC Ishares Core S&P U.S Growth Et Transaction History

Litman Gregory Wealth Management LLC

$1.19 Billion
Q3 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 13,244 shares of IUSG stock, worth $1.84 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

13,244

Previous 13,314 0.53%

Holding current value

$1.84 Million

Previous $1.7 Million 2.95%

% of portfolio

0.15%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$116.79 - $133.54 $8,175 - $9,347	-70 Reduced 0.53%	13,244 $1.75 Million
Q1 2024 May 03, 2024	BUY	$100.95 - $117.92 $53,604 - $62,615	531 Added 4.15%	13,314 $1.56 Million
Q4 2023 Jan 31, 2024	SELL	$91.06 - $104.51 $81,407 - $93,431	-894 Reduced 6.54%	12,783 $1.33 Million
Q3 2023 Oct 23, 2023	SELL	$94.27 - $100.74 $16,120 - $17,226	-171 Reduced 1.23%	13,677 $1.3 Million
Q2 2023 Aug 09, 2023	BUY	$87.77 - $97.64 $1.22 Million - $1.35 Million	13,848 New	13,848 $1.35 Million
Q4 2022 Jan 17, 2023	BUY	$78.88 - $88.47 $936,700 - $1.05 Million	11,875 Added 306.53%	15,749 $0
Q3 2022 Oct 13, 2022	BUY	$80.18 - $99.02 $310,617 - $383,603	3,874 New	3,874 $311,000
Q4 2018 Feb 01, 2019	SELL	$49.22 - $62.28 $34,158 - $43,222	-694 Closed	0 $0
Q1 2018 May 07, 2018	BUY	$52.59 - $58.35 $36,497 - $40,494	694 New	694 $38,000

Others Institutions Holding IUSG

# of Institutions

725

Shares Held

113M

Call Options Held

3.9K

Put Options Held

3.1K

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

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Litman Gregory Wealth Management LLC Ishares Core S&P U.S Growth Et Transaction History