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

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Concord Wealth Partners holds 247 shares of ITOT stock, worth $33,043. This represents 0.01% of its overall portfolio holdings.

Number of Shares
247
Previous 266 7.14%
Holding current value
$33,043
Previous $33,000 6.06%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$124.26 - $134.12 $2,360 - $2,548
-19 Reduced 7.14%
247 $31,000
Q3 2024

Oct 24, 2024
BUY
$113.41 - $125.62 $2,268 - $2,512
20 Added 8.13%
266 $33,000
Q2 2024

Jul 31, 2024
SELL
$108.78 - $119.23 $1,087 - $1,192
-10 Reduced 3.91%
246 $29,000
Q1 2024

Apr 30, 2024
SELL
$103.16 - $115.3 $2,475 - $2,767
-24 Reduced 8.57%
256 $29,000
Q4 2023

Apr 30, 2024
SELL
$90.04 - $105.69 $1,530 - $1,796
-17 Reduced 5.72%
280 $29,000
Q4 2023

Feb 05, 2024
SELL
$90.04 - $105.69 $1,530 - $1,796
-17 Reduced 5.72%
280 $29,000
Q3 2023

Apr 30, 2024
BUY
$93.72 - $101.39 $1,593 - $1,723
17 Added 6.07%
297 $27,000
Q2 2023

Aug 07, 2023
BUY
$89.03 - $97.84 $89 - $97
1 Added 0.34%
297 $29,000
Q1 2023

Apr 26, 2023
SELL
$84.12 - $93.15 $36,003 - $39,868
-428 Reduced 59.12%
296 $26,000
Q4 2022

Jan 27, 2023
BUY
$79.44 - $90.48 $57,514 - $65,507
724 New
724 $61,000
Q2 2022

Aug 04, 2022
SELL
$80.96 - $102.19 $2,023 - $2,554
-25 Reduced 3.36%
720 $60,000
Q1 2022

Apr 20, 2022
BUY
$93.09 - $107.63 $6,609 - $7,641
71 Added 10.53%
745 $75,000
Q4 2021

Jan 21, 2022
BUY
$98.24 - $107.61 $66,213 - $72,529
674 New
674 $72,000
Q3 2021

Nov 09, 2021
SELL
$97.33 - $103.96 $7,981 - $8,524
-82 Closed
0 $0
Q2 2021

Jul 29, 2021
SELL
$92.76 - $98.86 $229,209 - $244,283
-2,471 Reduced 96.79%
82 $8,000
Q1 2021

May 13, 2021
BUY
$85.12 - $92.58 $6,979 - $7,591
82 Added 3.32%
2,553 $234,000
Q4 2020

Feb 16, 2021
BUY
$74.05 - $86.22 $182,977 - $213,049
2,471 New
2,471 $213,000

Others Institutions Holding ITOT

# of Institutions
1,412
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
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email