Litman Gregory Wealth Management LLC IDEV Holdings History
Litman Gregory Wealth Management LLC's iShares Core MSCI International Developed Markets ETF Holding Summary
As of 2025-03-31, Litman Gregory Wealth Management LLC held 1.15 Mil shares of iShares Core MSCI International Developed Markets ETF(IDEV), totaling $79.28 Mil. This investment constitutes 6.8% of their stock portfolio, and Litman Gregory Wealth Management LLC now holds 0.44% of the outstanding iShares Core MSCI International Developed Markets ETF(IDEV) stock.
The initial trade took place in 2021Q4. And since then Litman Gregory Wealth Management LLC has made 12 purchases of IDEV, at an average price of $60.90, for a total of 1.69 Mil shares. In addition, there have been 2 sales at an average price of $59.47 for 542,158.00 shares. Based on historical transaction data and IDEV's current price of $75.46, Litman Gregory Wealth Management LLC's estimated gain on his IDEV holdings is $15.98 Mil, reflecting a 15.50% gain to date.
Litman Gregory Wealth Management LLC IDEV ($75.46) Holding Chart
Litman Gregory Wealth Management LLC IDEV ($75.46) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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