Litman Gregory Wealth Management LLC Ishares Russell 1000 Gr 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 Russell 1000 Gr ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 791 shares of IWF stock, worth $319,864. This represents 0.02% of its overall portfolio holdings.

Number of Shares

791

Previous 791 -0.0%

Holding current value

$319,864

Previous $288,000 2.78%

% of portfolio

0.02%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$294.43 - $339.01 $28,559 - $32,883	-97 Reduced 10.92%	791 $266,000
Q4 2023 Jan 31, 2024	BUY	$256.94 - $304.21 $228,162 - $270,138	888 New	888 $269,000
Q1 2022 May 04, 2022	SELL	$246.62 - $307.78 $474,496 - $592,168	-1,924 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$270.99 - $309.52 $521,384 - $595,516	1,924 New	1,924 $588,000
Q2 2021 Jul 27, 2021	SELL	$244.58 - $272.16 $18,832 - $20,956	-77 Closed	0 $0
Q3 2020 Nov 03, 2020	SELL	$194.64 - $233.83 $2,919 - $3,507	-15 Reduced 16.3%	77 $17,000
Q1 2020 Apr 28, 2020	SELL	$131.63 - $192.29 $20,271 - $29,612	-154 Reduced 62.6%	92 $14,000
Q4 2019 Jan 30, 2020	BUY	$155.29 - $176.84 $35,871 - $40,850	231 Added 1540.0%	246 $43,000
Q3 2019 Nov 06, 2019	SELL	$158.47 - $162.55 $24,404 - $25,032	-154 Reduced 91.12%	15 $2,000
Q3 2018 Nov 15, 2018	SELL	N/A	-162 Reduced 48.94%	169 $26,000
Q3 2017 Nov 09, 2017	BUY	N/A	331	331 $41,000

Others Institutions Holding IWF

# of Institutions

2,223

Shares Held

200M

Call Options Held

346K

Put Options Held

136K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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