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

Litman Gregory Wealth Management LLC

  • $1.13 Billion
  • Q2 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 7,340 shares of IWD stock, worth $1.39 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,340
Previous 6,595 11.3%
Holding current value
$1.39 Million
Previous $1.18 Million 8.38%
% of portfolio
0.11%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$169.4 - $179.05 $126,203 - $133,392
745 Added 11.3%
7,340 $1.28 Million
Q1 2024

May 03, 2024
BUY
$161.84 - $179.11 $33,824 - $37,433
209 Added 3.27%
6,595 $1.18 Million
Q3 2023

Oct 23, 2023
BUY
$151.73 - $163.56 $968,947 - $1.04 Million
6,386 New
6,386 $969,000
Q2 2021

Jul 27, 2021
SELL
$152.86 - $162.4 $75,207 - $79,900
-492 Closed
0 $0
Q4 2020

Feb 05, 2021
SELL
$115.84 - $136.73 $50,274 - $59,340
-434 Reduced 46.87%
492 $67,000
Q3 2020

Nov 03, 2020
BUY
$111.27 - $124.26 $48,291 - $53,928
434 Added 88.21%
926 $109,000
Q2 2020

Jul 31, 2020
BUY
$94.52 - $125.14 $11,815 - $15,642
125 Added 34.06%
492 $55,000
Q4 2019

Jan 30, 2020
BUY
$123.85 - $136.67 $14,490 - $15,990
117 Added 46.8%
367 $50,000
Q1 2019

Apr 30, 2019
BUY
N/A
250 New
250 $31,000

Others Institutions Holding IWD

# of Institutions
1,640
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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