Litman Gregory Wealth Management LLC Ishares Msci World 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 Msci World ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 8,574 shares of URTH stock, worth $1.32 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,574
Previous 8,574 -0.0%
Holding current value
$1.32 Million
Previous $1.26 Million 6.41%
% of portfolio
0.11%
Previous 0.11%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 31, 2024
SELL
$115.01 - $133.48 $121,335 - $140,821
-1,055 Reduced 10.96%
8,574 $1.14 Million
Q2 2023

Aug 09, 2023
BUY
$117.11 - $124.7 $1.13 Million - $1.2 Million
9,629 New
9,629 $1.2 Million
Q4 2022

Jan 17, 2023
SELL
$99.74 - $115.82 $50,867 - $59,068
-510 Reduced 4.91%
9,869 $0
Q3 2022

Oct 13, 2022
SELL
$99.95 - $119.6 $86,756 - $103,812
-868 Reduced 7.72%
10,379 $1.04 Million
Q1 2022

May 04, 2022
SELL
$117.55 - $136.05 $1.7 Million - $1.97 Million
-14,445 Reduced 56.22%
11,247 $1.44 Million
Q4 2021

Feb 10, 2022
BUY
$126.01 - $136.45 $1.05 Million - $1.14 Million
8,362 Added 48.25%
25,692 $3.48 Million
Q3 2021

Nov 03, 2021
BUY
$124.82 - $133.05 $1.95 Million - $2.07 Million
15,591 Added 896.55%
17,330 $2.19 Million
Q2 2021

Jul 27, 2021
SELL
$119.78 - $126.8 $1.41 Million - $1.49 Million
-11,770 Reduced 87.13%
1,739 $1.74 Million
Q1 2021

May 10, 2021
BUY
$111.49 - $119.21 $17,057 - $18,239
153 Added 1.15%
13,509 $1.6 Million
Q4 2020

Feb 05, 2021
BUY
$96.53 - $112.41 $20,271 - $23,606
210 Added 1.6%
13,356 $1.5 Million
Q3 2020

Nov 03, 2020
BUY
$92.66 - $105.04 $145,939 - $165,438
1,575 Added 13.61%
13,146 $1.31 Million
Q2 2020

Jul 31, 2020
BUY
$74.4 - $96.9 $58,924 - $76,744
792 Added 7.35%
11,571 $1.07 Million
Q1 2020

Apr 28, 2020
BUY
$67.39 - $102.12 $550,171 - $833,707
8,164 Added 312.2%
10,779 $840,000
Q4 2019

Jan 30, 2020
BUY
$89.02 - $99.07 $12,195 - $13,572
137 Added 5.53%
2,615 $258,000
Q2 2019

Jul 31, 2019
SELL
$86.54 - $92.13 $118,732 - $126,402
-1,372 Reduced 35.64%
2,478 $226,000
Q4 2018

Feb 01, 2019
BUY
$75.04 - $92.13 $288,904 - $354,700
3,850 New
3,850 $304,000

Others Institutions Holding URTH

# of Institutions
192
Shares Held
9.57M
Call Options Held
2.9K
Put Options Held
100
View Full List

About ISHARES MSCI WORLD ETF

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