Litman Gregory Wealth Management LLC Ishares Russell 1000 Gr 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 Gr ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 791 shares of IWF stock, worth $290,115. This represents 0.03% of its overall portfolio holdings.

Number of Shares
791
Previous 791 -0.0%
Holding current value
$290,115
Previous $266,000 8.27%
% of portfolio
0.03%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,147
Shares Held
203M
Call Options Held
396K
Put Options Held
84.5K
View Full List

About ISHARES RUSSELL 1000 GR ETF

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