Ofc Financial Planning, LLC Ishares Core S&P Total U.S. St Transaction History

Ofc Financial Planning, LLC

$101 Billion
Q3 2025

A detailed history of Ofc Financial Planning, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Ofc Financial Planning, LLC holds 4,841 shares of ITOT stock, worth $708,480. This represents 0.7% of its overall portfolio holdings.

Number of Shares

4,841

Previous 4,683 3.37%

Holding current value

$708,480

Previous $632 Million 11.5%

% of portfolio

0.7%

Previous 0.67%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$135.0 - $146.02 $21,330 - $23,071	158 Added 3.37%	4,841 $705 Million
Q2 2025 Aug 13, 2025	BUY	$108.12 - $135.04 $11,785 - $14,719	109 Added 2.38%	4,683 $632 Million
Q1 2025 May 14, 2025	SELL	$120.29 - $134.6 $20,689 - $23,151	-172 Reduced 3.62%	4,574 $558 Million
Q4 2024 Jan 23, 2025	BUY	$124.26 - $134.12 $589,737 - $636,533	4,746 New	4,746 $610 Million

Others Institutions Holding ITOT

# of Institutions

1,704

Shares Held

334M

Call Options Held

61.7K

Put Options Held

36K

View Full List

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

Ticker ITOT
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Ofc Financial Planning, LLC Ishares Core S&P Total U.S. St Transaction History