A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 14,385 shares of IYG stock, worth $1.12 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,385
Previous 14,385 -0.0%
Holding current value
$1.12 Million
Previous $938,000 8.85%
% of portfolio
0.09%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$63.91 - $191.92 $612,896 - $1.84 Million
9,590 Added 200.0%
14,385 $953,000
Q2 2023

Aug 09, 2023

BUY
$144.44 - $157.99 $692,589 - $757,562
4,795 New
4,795 $757,000
Q2 2022

Jul 21, 2022

BUY
$48.28 - $60.23 $231,502 - $288,802
4,795 New
4,795 $711,000
Q1 2022

May 04, 2022

SELL
$55.98 - $67.65 $268,424 - $324,381
-4,795 Closed
0 $0
Q3 2021

Nov 03, 2021

BUY
$59.43 - $64.96 $232,193 - $253,798
3,907 Added 439.98%
4,795 $902,000
Q2 2021

Jul 27, 2021

SELL
$57.88 - $63.59 $226,137 - $248,446
-3,907 Reduced 81.48%
888 $888,000
Q1 2020

Apr 28, 2020

BUY
$28.97 - $52.03 $138,911 - $249,483
4,795 New
4,795 $492,000

Others Institutions Holding IYG

About ISHARES TR


  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
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