Cassaday & CO Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History

Cassaday & CO Wealth Management LLC

  • $3.53 Billion
  • Q3 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 2,216 shares of ITOT stock, worth $292,379. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,216
Previous 2,001 10.74%
Holding current value
$292,379
Previous $237,000 17.3%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2024
BUY
$113.41 - $125.62 $24,383 - $27,008
215 Added 10.74%
2,216 $278,000
Q2 2024

Jul 30, 2024
BUY
$108.78 - $119.23 $217,668 - $238,579
2,001 New
2,001 $237,000

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
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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