Bsw Wealth Partners Ishares Core S&P Total U.S. St Transaction History

Bsw Wealth Partners

  • $661 Million
  • Q3 2024

A detailed history of Bsw Wealth Partners transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Bsw Wealth Partners holds 3,049 shares of ITOT stock, worth $402,285. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,049
Previous 3,048 0.03%
Holding current value
$402,285
Previous $362,000 5.8%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 29, 2024
BUY
$113.41 - $125.62 $113 - $125
1 Added 0.03%
3,049 $383,000
Q2 2024

Jul 16, 2024
SELL
$108.78 - $119.23 $74,405 - $81,553
-684 Reduced 18.33%
3,048 $362,000
Q1 2024

Apr 23, 2024
SELL
$103.16 - $115.3 $46,215 - $51,654
-448 Reduced 10.72%
3,732 $430,000
Q4 2023

Jan 25, 2024
BUY
$90.04 - $105.69 $34,215 - $40,162
380 Added 10.0%
4,180 $439,000
Q3 2023

Oct 27, 2023
SELL
$93.72 - $101.39 $5,342 - $5,779
-57 Reduced 1.48%
3,800 $357,000
Q2 2023

Aug 11, 2023
BUY
$89.03 - $97.84 $1,780 - $1,956
20 Added 0.52%
3,857 $377,000
Q1 2023

May 15, 2023
BUY
$84.12 - $93.15 $11,272 - $12,482
134 Added 3.62%
3,837 $347,000
Q4 2022

Feb 13, 2023
BUY
$79.44 - $90.48 $84,285 - $95,999
1,061 Added 40.16%
3,703 $314,000
Q3 2022

Nov 14, 2022
BUY
$79.54 - $95.9 $210,144 - $253,367
2,642 New
2,642 $210,000
Q2 2022

Aug 15, 2022
SELL
$80.96 - $102.19 $167,101 - $210,920
-2,064 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$93.09 - $107.63 $186 - $215
2 Added 0.1%
2,064 $208,000
Q4 2021

Feb 14, 2022
BUY
$98.24 - $107.61 $202,570 - $221,891
2,062 New
2,062 $221,000
Q2 2021

Aug 16, 2021
SELL
$92.76 - $98.86 $315,755 - $336,519
-3,404 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$85.12 - $92.58 $289,748 - $315,142
3,404 New
3,404 $312,000

Others Institutions Holding ITOT

# of Institutions
1,379
Shares Held
303M
Call Options Held
58.9K
Put Options Held
20K
View Full List

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

ITOT Quotes by TradingView
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