Litman Gregory Wealth Management LLC Ishares Russell2000 Val 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 Russell2000 Val ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 1,384 shares of IWN stock, worth $231,058. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,384

Previous 1,384 -0.0%

Holding current value

$231,058

Previous $210,000 9.52%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,061

Shares Held

58.7M

Call Options Held

987K

Put Options Held

207K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Litman Gregory Wealth Management LLC Ishares Russell2000 Val ETF Transaction History