Ascent Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Ascent Wealth Partners, LLC

  • $736 Million
  • Q4 2024

A detailed history of Ascent Wealth Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 2,493 shares of ITOT stock, worth $306,389. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,493
Previous 2,493 -0.0%
Holding current value
$306,389
Previous $313,000 2.24%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 31, 2024
BUY
$113.41 - $125.62 $77,799 - $86,175
686 Added 37.96%
2,493 $313,000
Q2 2024

Jul 31, 2024
BUY
$108.78 - $119.23 $196,565 - $215,448
1,807 New
1,807 $214,000

Others Institutions Holding ITOT

# of Institutions
1,541
Shares Held
303M
Call Options Held
53K
Put Options Held
29.4K
View Full List

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

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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