Litman Gregory Wealth Management LLC Ishares Dj Us Tech 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 Dj Us Tech ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 3,346 shares of IYW stock, worth $553,495. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,346
Previous 2,712 23.38%
Holding current value
$553,495
Previous $408,000 24.26%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$133.16 - $158.73 $84,423 - $100,634
634 Added 23.38%
3,346 $507,000
Q1 2024

May 03, 2024
BUY
$117.5 - $136.59 $318,660 - $370,432
2,712 New
2,712 $366,000

Others Institutions Holding IYW

# of Institutions
1,149
Shares Held
84.4M
Call Options Held
80.4K
Put Options Held
33.1K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email