Aletheian Wealth Advisors LLC Ishares Core S&P Total U.S. St Transaction History

Aletheian Wealth Advisors LLC

$162 Million
Q4 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 176,383 shares of ITOT stock, worth $21.4 Million. This represents 14.02% of its overall portfolio holdings.

Number of Shares

176,383

Previous 180,111 2.07%

Holding current value

$21.4 Million

Previous $22.6 Million 0.27%

% of portfolio

14.02%

Previous 13.84%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$124.26 - $134.12 $463,241 - $499,999	-3,728 Reduced 2.07%	176,383 $22.7 Million
Q3 2024 Oct 25, 2024	BUY	$113.41 - $125.62 $625,342 - $692,668	5,514 Added 3.16%	180,111 $22.6 Million
Q2 2024 Jul 26, 2024	BUY	$108.78 - $119.23 $723,604 - $793,117	6,652 Added 3.96%	174,597 $20.7 Million
Q1 2024 Apr 15, 2024	BUY	$103.16 - $115.3 $1 Million - $1.12 Million	9,709 Added 6.14%	167,945 $19.4 Million
Q4 2023 Jan 05, 2024	BUY	$90.04 - $105.69 $130,377 - $153,039	1,448 Added 0.92%	158,236 $16.7 Million
Q3 2023 Oct 04, 2023	BUY	$93.72 - $101.39 $172,913 - $187,064	1,845 Added 1.19%	156,788 $14.8 Million
Q2 2023 Jul 13, 2023	BUY	$89.03 - $97.84 $1.32 Million - $1.45 Million	14,838 Added 10.59%	154,943 $15.2 Million
Q1 2023 May 11, 2023	BUY	$84.12 - $93.15 $1.6 Million - $1.77 Million	19,040 Added 15.73%	140,105 $12.7 Million
Q4 2022 Jan 17, 2023	BUY	$79.44 - $90.48 $1.29 Million - $1.47 Million	16,243 Added 15.5%	121,065 $0
Q3 2022 Oct 14, 2022	BUY	$79.54 - $95.9 $94,493 - $113,929	1,188 Added 1.15%	104,822 $8.34 Million
Q2 2022 Jul 11, 2022	BUY	$80.96 - $102.19 $622,420 - $785,636	7,688 Added 8.01%	103,634 $8.68 Million
Q1 2022 Apr 18, 2022	SELL	$93.09 - $107.63 $1.81 Million - $2.09 Million	-19,462 Reduced 16.86%	95,946 $9.69 Million
Q4 2021 Apr 12, 2022	BUY	$98.24 - $107.61 $11.3 Million - $12.4 Million	115,408 New	115,408 $12.3 Million

Others Institutions Holding ITOT

# of Institutions

1,547

Shares Held

313M

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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Aletheian Wealth Advisors LLC Ishares Core S&P Total U.S. St Transaction History