Litman Gregory Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

Litman Gregory Wealth Management LLC

$1.27 Billion
Q2 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 1,185 shares of IVE stock, worth $246,349. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,185

Previous 1,185 -0.0%

Holding current value

$246,349

Previous $225,000 2.67%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$176.58 - $186.7 $176 - $186	1 Added 0.08%	1,185 $215,000
Q1 2024 May 03, 2024	BUY	$171.09 - $186.81 $202,570 - $221,183	1,184 New	1,184 $221,000
Q2 2021 Jul 27, 2021	SELL	$142.18 - $151.25 $160,094 - $170,307	-1,126 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	$82.97 - $131.79 $829 - $1,317	-10 Reduced 0.88%	1,126 $108,000
Q4 2019 Jan 30, 2020	BUY	$115.41 - $130.26 $1,154 - $1,302	10 Added 0.89%	1,136 $148,000
Q3 2018 Nov 15, 2018	BUY	$110.03 - $118.53 $115,641 - $124,575	1,051 Added 1401.33%	1,126 $130,000
Q2 2018 Aug 09, 2018	BUY	$107.03 - $113.19 $8,027 - $8,489	75 New	75 $8,000

Others Institutions Holding IVE

# of Institutions

1,708

Shares Held

166M

Call Options Held

93.3K

Put Options Held

41K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Litman Gregory Wealth Management LLC Ishares S&P 500 Value ETF Transaction History