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 $31,929. This represents 0.01% of its overall portfolio holdings.

Number of Shares
247
Previous 266 7.14%
Holding current value
$31,929
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
1,536
Shares Held
304M
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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