Litman Gregory Wealth Management LLC Ishares Tr Transaction History

Litman Gregory Wealth Management LLC

$1.13 Billion
Q2 2024

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 $1.03 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

14,385

Previous 14,385 -0.0%

Holding current value

$1.03 Million

Previous $953,000 1.57%

% of portfolio

0.08%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

249

Shares Held

12.5M

Call Options Held

9.2K

Put Options Held

2.4K

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About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

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Litman Gregory Wealth Management LLC Ishares Tr Transaction History