Sar Wealth Management Group, LLC Ishares Core S&P Total U.S. St Transaction History

Sar Wealth Management Group, LLC

$149 Billion
Q4 2024

A detailed history of Sar Wealth Management Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 63,430 shares of ITOT stock, worth $8.33 Million. This represents 5.48% of its overall portfolio holdings.

Number of Shares

63,430

Previous 67,309 5.76%

Holding current value

$8.33 Million

Previous $8.46 Billion 3.51%

% of portfolio

5.48%

Previous 5.59%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$124.26 - $134.12 $482,004 - $520,251	-3,879 Reduced 5.76%	63,430 $8.16 Billion
Q3 2024 Oct 17, 2024	SELL	$113.41 - $125.62 $85,624 - $94,843	-755 Reduced 1.11%	67,309 $8.46 Billion
Q2 2024 Jul 15, 2024	SELL	$108.78 - $119.23 $151,639 - $166,206	-1,394 Reduced 2.01%	68,064 $8.08 Billion
Q1 2024 Apr 15, 2024	SELL	$103.16 - $115.3 $12,585 - $14,066	-122 Reduced 0.18%	69,458 $8.01 Billion
Q4 2023 Feb 12, 2024	BUY	$90.04 - $105.69 $6.26 Million - $7.35 Million	69,580 New	69,580 $7.32 Billion

Others Institutions Holding ITOT

# of Institutions

1,533

Shares Held

304M

Call Options Held

53K

Put Options Held

29.4K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
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Industry ETFs

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Sar Wealth Management Group, LLC Ishares Core S&P Total U.S. St Transaction History