Litman Gregory Wealth Management LLC Ishares Core S&P U.S. Value 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. Value Et stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 15,475 shares of IUSV stock, worth $1.54 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

15,475

Previous 15,475 -0.0%

Holding current value

$1.54 Million

Previous $1.36 Million 8.36%

% 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

729

Shares Held

163M

Call Options Held

2.8K

Put Options Held

View Full List

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

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

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 Core S&P U.S. Value Et Transaction History