Litman Gregory Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History

Litman Gregory Wealth Management LLC

$1.1 Billion
Q1 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 26,036 shares of IWB stock, worth $7.9 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

26,036

Previous 25,736 1.17%

Holding current value

$7.9 Million

Previous $6.75 Million 11.11%

% of portfolio

0.68%

Previous 0.64%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$257.46 - $288.1 $77,238 - $86,430	300 Added 1.17%	26,036 $7.5 Million
Q4 2023 Jan 31, 2024	SELL	$225.16 - $263.17 $66,647 - $77,898	-296 Reduced 1.14%	25,736 $6.75 Million
Q3 2023 Oct 23, 2023	SELL	$234.05 - $252.17 $154,473 - $166,432	-660 Reduced 2.47%	26,032 $6.12 Million
Q2 2023 Aug 09, 2023	BUY	$221.85 - $243.74 $5.92 Million - $6.51 Million	26,692 New	26,692 $6.51 Million
Q4 2022 Jan 17, 2023	BUY	$205.85 - $224.49 $680,128 - $741,714	3,304 Added 14.08%	26,770 $0

Q3 2022 Oct 13, 2022	BUY	N/A	3,737 Added 18.94%	23,466 $4.63 Million
Q2 2022 Jul 21, 2022	BUY	N/A	1,925 Added 10.81%	19,729 $4.1 Million
Q1 2022 May 04, 2022	SELL	N/A	-536 Reduced 2.92%	17,804 $4.45 Million
Q4 2021 Feb 10, 2022	SELL	N/A	-120 Reduced 0.65%	18,340 $4.85 Million
Q3 2021 Nov 03, 2021	BUY	N/A	13,959 Added 310.13%	18,460 $4.46 Million
Q2 2021 Jul 27, 2021	SELL	N/A	-14,052 Reduced 75.74%	4,501 $4.5 Million
Q1 2021 May 10, 2021	BUY	N/A	636 Added 3.55%	18,553 $4.15 Million
Q4 2020 Feb 05, 2021	BUY	N/A	75 Added 0.42%	17,917 $3.8 Million
Q3 2020 Nov 03, 2020	BUY	N/A	137 Added 0.77%	17,842 $3.34 Million
Q2 2020 Jul 31, 2020	SELL	N/A	-63 Reduced 0.35%	17,705 $3.04 Million
Q1 2020 Apr 28, 2020	BUY	N/A	16,950 Added 2072.13%	17,768 $2.52 Million
Q4 2019 Jan 30, 2020	BUY	N/A	200 Added 32.36%	818 $146,000
Q3 2017 Nov 09, 2017	BUY	N/A	618	618 $86,000

Others Institutions Holding IWB

# of Institutions

1,295

Shares Held

95.6M

Call Options Held

61.3K

Put Options Held

158K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Litman Gregory Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History