Litman Gregory Wealth Management LLC Ishares S&P 500 Growth 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 S&P 500 Growth ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 4,942 shares of IVW stock, worth $598,179. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,942

Previous 4,942 -0.0%

Holding current value

$598,179

Previous $544,000 9.56%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$72.87 - $85.14 $54,433 - $63,599	747 Added 17.81%	4,942 $417,000
Q2 2023 Aug 09, 2023	BUY	$63.21 - $70.48 $265,165 - $295,663	4,195 New	4,195 $295,000
Q4 2022 Jan 17, 2023	SELL	$56.73 - $63.56 $32,733 - $36,674	-577 Reduced 11.89%	4,275 $0
Q2 2022 Jul 21, 2022	BUY	$58.13 - $77.8 $282,046 - $377,485	4,852 New	4,852 $293,000
Q1 2022 May 04, 2022	SELL	$68.33 - $84.32 $331,537 - $409,120	-4,852 Closed	0 $0

Q3 2021 Nov 03, 2021	BUY	$72.99 - $79.0 $328,382 - $355,421	4,499 Added 1274.5%	4,852 $359,000
Q2 2021 Jul 27, 2021	SELL	$65.96 - $72.81 $296,754 - $327,572	-4,499 Reduced 92.72%	353 $353,000
Q4 2020 Feb 05, 2021	BUY	$56.17 - $63.82 $204,402 - $232,240	3,639 Added 300.0%	4,852 $310,000
Q4 2018 Feb 01, 2019	BUY	$35.15 - $44.43 $17,996 - $22,748	512 Added 73.04%	1,213 $183,000
Q3 2018 Nov 15, 2018	BUY	$40.58 - $44.29 $25,200 - $27,504	621 Added 776.25%	701 $124,000
Q2 2018 Aug 09, 2018	BUY	$37.83 - $42.01 $3,026 - $3,360	80 New	80 $13,000

Others Institutions Holding IVW

# of Institutions

2,179

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Account

Litman Gregory Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History