Litman Gregory Wealth Management LLC Ishares Russell2000 Val ETF Transaction History

Litman Gregory Wealth Management LLC

$1.15 Billion
Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 1,657 shares of IWN stock, worth $268,815. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,657

Previous 1,384 19.73%

Holding current value

$268,815

Previous $230,000 18.26%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$162.69 - $181.35 $44,414 - $49,508	273 Added 19.73%	1,657 $272,000
Q1 2024 May 03, 2024	SELL	$145.61 - $158.81 $50,963 - $55,583	-350 Reduced 20.18%	1,384 $219,000
Q2 2023 Aug 09, 2023	BUY	$128.93 - $142.33 $223,564 - $246,800	1,734 New	1,734 $244,000
Q2 2021 Jul 27, 2021	SELL	$156.91 - $173.97 $21,025 - $23,311	-134 Closed	0 $0
Q2 2020 Jul 31, 2020	SELL	$74.44 - $109.12 $148 - $218	-2 Reduced 1.47%	134 $13,000
Q1 2020 Apr 28, 2020	SELL	$71.79 - $129.5 $1,866 - $3,367	-26 Reduced 16.05%	136 $11,000
Q2 2019 Jul 31, 2019	BUY	$114.14 - $126.06 $15,523 - $17,144	136 Added 523.08%	162 $20,000
Q3 2018 Nov 15, 2018	BUY	$132.46 - $137.1 $3,443 - $3,564	26 New	26 $3,000

Others Institutions Holding IWN

# of Institutions

1,141

Shares Held

62.4M

Call Options Held

540K

Put Options Held

149K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
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Litman Gregory Wealth Management LLC Ishares Russell2000 Val ETF Transaction History