Litman Gregory Wealth Management LLC Ishares Tr Tips Bd ETF Transaction History

Litman Gregory Wealth Management LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	BUY	$103.4 - $107.7 $17,991 - $18,739	174 Added 6.67%	2,781 $288,000
Q2 2023 Aug 09, 2023	BUY	$107.1 - $111.15 $279,209 - $289,768	2,607 New	2,607 $280,000
Q4 2022 Jan 17, 2023	SELL	$105.24 - $110.18 $7,893 - $8,263	-75 Reduced 1.7%	4,335 $0
Q3 2022 Oct 13, 2022	SELL	$107.54 - $118.23 $36,133 - $39,725	-336 Reduced 7.08%	4,410 $463,000
Q2 2022 Jul 21, 2022	BUY	$113.44 - $123.09 $538,386 - $584,185	4,746 New	4,746 $541,000

Q1 2022 May 04, 2022	SELL	$122.95 - $129.16 $459,218 - $482,412	-3,735 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$127.7 - $130.86 $231,775 - $237,510	1,815 Added 94.53%	3,735 $483,000
Q3 2021 Nov 03, 2021	BUY	$127.3 - $130.61 $244,416 - $250,771	1,920 New	1,920 $245,000
Q2 2021 Jul 27, 2021	SELL	$125.2 - $128.01 $112,054 - $114,568	-895 Closed	0 $0
Q4 2020 Feb 05, 2021	SELL	$124.65 - $127.65 $17,451 - $17,871	-140 Reduced 13.53%	895 $114,000
Q3 2020 Nov 03, 2020	BUY	$123.08 - $127.1 $17,231 - $17,794	140 Added 15.64%	1,035 $131,000
Q2 2020 Jul 31, 2020	BUY	$118.46 - $123.2 $106,021 - $110,264	895 New	895 $110,000

1,132

118M

435K

167K

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