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

Litman Gregory Wealth Management LLC

$1.13 Billion
Q2 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 15,475 shares of IUSV stock, worth $1.47 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

15,475

Previous 14,136 9.47%

Holding current value

$1.47 Million

Previous $1.28 Million 6.65%

% of portfolio

0.12%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$85.39 - $90.42 $114,337 - $121,072	1,339 Added 9.47%	15,475 $1.36 Million
Q1 2024 May 03, 2024	BUY	$82.87 - $90.44 $72,511 - $79,135	875 Added 6.6%	14,136 $1.28 Million
Q4 2023 Jan 31, 2024	SELL	$71.48 - $84.61 $47,033 - $55,673	-658 Reduced 4.73%	13,261 $1.12 Million
Q2 2023 Aug 09, 2023	BUY	$72.65 - $78.26 $1.01 Million - $1.09 Million	13,919 New	13,919 $1.09 Million
Q4 2022 Jan 17, 2023	BUY	$63.23 - $73.93 $715,447 - $836,517	11,315 Added 205.17%	16,830 $0
Q3 2022 Oct 13, 2022	BUY	$62.61 - $73.64 $345,294 - $406,124	5,515 New	5,515 $345,000
Q2 2021 Jul 27, 2021	SELL	$69.41 - $73.87 $94,328 - $100,389	-1,359 Closed	0 $0
Q1 2018 May 07, 2018	BUY	$51.81 - $58.63 $70,409 - $79,678	1,359 New	1,359 $72,000

Others Institutions Holding IUSV

# of Institutions

686

Shares Held

157M

Call Options Held

Put Options Held

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About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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Litman Gregory Wealth Management LLC Ishares Core S&P U.S. Value Et Transaction History