Brandywine Oak Private Wealth LLC Ishares Core S&P Total U.S. St Transaction History

Brandywine Oak Private Wealth LLC

  • $1.15 Billion
  • Q3 2025

A detailed history of Brandywine Oak Private Wealth LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 6,408 shares of ITOT stock, worth $937,810. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,408
Previous 6,182 3.66%
Holding current value
$937,810
Previous $834,000 11.87%
% of portfolio
0.08%
Previous 0.08%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$135.0 - $146.02 $30,510 - $33,000
226 Added 3.66%
6,408 $933,000
Q2 2025

Jul 24, 2025
BUY
$108.12 - $135.04 $15,893 - $19,850
147 Added 2.44%
6,182 $834,000
Q1 2025

May 07, 2025
BUY
$120.29 - $134.6 $56,536 - $63,262
470 Added 8.45%
6,035 $736,000
Q4 2024

Jan 27, 2025
SELL
$124.26 - $134.12 $15,905 - $17,167
-128 Reduced 2.25%
5,565 $715,000
Q3 2024

Nov 07, 2024
BUY
$113.41 - $125.62 $3,062 - $3,391
27 Added 0.48%
5,693 $715,000
Q2 2024

Jul 30, 2024
SELL
$108.78 - $119.23 $77,777 - $85,249
-715 Reduced 11.21%
5,666 $673,000
Q1 2024

May 07, 2024
SELL
$103.16 - $115.3 $26,821 - $29,978
-260 Reduced 3.92%
6,381 $735,000
Q4 2023

Feb 05, 2024
BUY
$90.04 - $105.69 $11,435 - $13,422
127 Added 1.95%
6,641 $698,000
Q3 2023

Nov 14, 2023
SELL
$93.72 - $101.39 $136,268 - $147,421
-1,454 Reduced 18.25%
6,514 $613,000
Q2 2023

Aug 11, 2023
BUY
$89.03 - $97.84 $70,422 - $77,391
791 Added 11.02%
7,968 $779,000
Q1 2023

May 10, 2023
BUY
$84.12 - $93.15 $79,914 - $88,492
950 Added 15.26%
7,177 $649,000
Q4 2022

Feb 06, 2023
BUY
$79.44 - $90.48 $69,510 - $79,170
875 Added 16.35%
6,227 $528,000
Q3 2022

Nov 10, 2022
SELL
$79.54 - $95.9 $318 - $383
-4 Reduced 0.07%
5,352 $425,000
Q2 2022

Jul 22, 2022
BUY
$80.96 - $102.19 $206,367 - $260,482
2,549 Added 90.81%
5,356 $448,000
Q1 2022

May 02, 2022
BUY
$93.09 - $107.63 $60,229 - $69,636
647 Added 29.95%
2,807 $283,000
Q4 2021

Feb 07, 2022
BUY
$98.24 - $107.61 $212,198 - $232,437
2,160 New
2,160 $215,000

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

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