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

Litman Gregory Wealth Management LLC

$1.19 Billion
Q3 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 4,942 shares of IVW stock, worth $519,898. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,942

Previous 4,942 -0.0%

Holding current value

$519,898

Previous $457,000 3.5%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$72.87 - $85.14 $54,433 - $63,599	747 Added 17.81%	4,942 $417,000
Q2 2023 Aug 09, 2023	BUY	$63.21 - $70.48 $265,165 - $295,663	4,195 New	4,195 $295,000
Q4 2022 Jan 17, 2023	SELL	$56.73 - $63.56 $32,733 - $36,674	-577 Reduced 11.89%	4,275 $0
Q2 2022 Jul 21, 2022	BUY	$58.13 - $77.8 $282,046 - $377,485	4,852 New	4,852 $293,000
Q1 2022 May 04, 2022	SELL	$68.33 - $84.32 $331,537 - $409,120	-4,852 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$72.99 - $79.0 $328,382 - $355,421	4,499 Added 1274.5%	4,852 $359,000
Q2 2021 Jul 27, 2021	SELL	$65.96 - $72.81 $296,754 - $327,572	-4,499 Reduced 92.72%	353 $353,000
Q4 2020 Feb 05, 2021	BUY	$56.17 - $63.82 $204,402 - $232,240	3,639 Added 300.0%	4,852 $310,000
Q4 2018 Feb 01, 2019	BUY	$35.15 - $44.43 $17,996 - $22,748	512 Added 73.04%	1,213 $183,000
Q3 2018 Nov 15, 2018	BUY	$40.58 - $44.29 $25,200 - $27,504	621 Added 776.25%	701 $124,000
Q2 2018 Aug 09, 2018	BUY	$37.83 - $42.01 $3,026 - $3,360	80 New	80 $13,000

Others Institutions Holding IVW

# of Institutions

1,824

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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