Litman Gregory Wealth Management LLC Ishares Russell Mid Cap 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 Russell Mid Cap ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 25,476 shares of IWR stock, worth $2.36 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
25,476
Previous 24,911 2.27%
Holding current value
$2.36 Million
Previous $2.2 Million 2.6%
% of portfolio
0.2%
Previous 0.18%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$87.25 - $95.52 $49,296 - $53,968
565 Added 2.27%
25,476 $2.25 Million
Q1 2024

May 03, 2024
SELL
$75.37 - $84.09 $1,055 - $1,177
-14 Reduced 0.06%
24,911 $2.09 Million
Q3 2023

Oct 23, 2023
BUY
$68.54 - $75.91 $1.71 Million - $1.89 Million
24,925 New
24,925 $1.73 Million
Q1 2022

May 04, 2022
SELL
$72.29 - $82.89 $187,664 - $215,182
-2,596 Closed
0 $0
Q3 2021

Nov 03, 2021
BUY
$76.44 - $82.59 $182,691 - $197,390
2,390 Added 1160.19%
2,596 $203,000
Q2 2021

Jul 27, 2021
SELL
$74.82 - $79.61 $178,819 - $190,267
-2,390 Reduced 92.06%
206 $206,000
Q3 2020

Nov 03, 2020
SELL
$53.47 - $60.19 $695,110 - $782,470
-13,000 Reduced 83.35%
2,596 $149,000
Q1 2020

Apr 28, 2020
SELL
$36.81 - $61.96 $11,668 - $19,641
-317 Reduced 1.99%
15,596 $673,000
Q4 2019

Jan 30, 2020
SELL
$54.12 - $59.69 $65,755 - $72,523
-1,215 Reduced 7.09%
15,913 $949,000
Q1 2019

Apr 30, 2019
BUY
$45.53 - $54.18 $11,291 - $13,436
248 Added 1.47%
17,128 $924,000
Q4 2018

Feb 01, 2019
BUY
$43.7 - $54.95 $595,631 - $748,968
13,630 Added 419.38%
16,880 $785,000
Q2 2018

Aug 09, 2018
BUY
$50.43 - $54.42 $163,897 - $176,865
3,250 New
3,250 $689,000

Others Institutions Holding IWR

# of Institutions
1,530
Shares Held
366M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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