Litman Gregory Wealth Management LLC Ishares Core S&P Mid Cap ETF Transaction History

Litman Gregory Wealth Management LLC

$1.33 Billion
Q3 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 628,900 shares of IJH stock, worth $40.4 Million. This represents 3.08% of its overall portfolio holdings.

Number of Shares

628,900

Previous 667,558 5.79%

Holding current value

$40.4 Million

Previous $41.4 Million 0.87%

% of portfolio

3.08%

Previous 3.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$62.09 - $66.51 $2.4 Million - $2.57 Million	-38,658 Reduced 5.79%	628,900 $41 Million
Q2 2025 Jul 23, 2025	SELL	$51.16 - $62.02 $10.4 Million - $12.6 Million	-203,398 Reduced 23.35%	667,558 $41.4 Million
Q1 2025 May 02, 2025	BUY	$57.21 - $65.8 $49.8 Million - $57.3 Million	870,956 New	870,956 $50.8 Million
Q2 2021 Jul 27, 2021	SELL	$260.21 - $276.38 $3,122 - $3,316	-12 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$187.77 - $230.69 $2,253 - $2,768	12 New	12 $3,000

Q1 2020 Apr 28, 2020	SELL	$121.75 - $210.58 $12,662 - $21,900	-104 Closed	0 $0
Q2 2019 Jul 31, 2019	BUY	$181.14 - $198.0 $18,838 - $20,592	104 New	104 $20,000

Others Institutions Holding IJH

# of Institutions

2,769

Shares Held

1.17B

Call Options Held

569K

Put Options Held

75.3K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

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Litman Gregory Wealth Management LLC Ishares Core S&P Mid Cap ETF Transaction History