Confluence Wealth Services, Inc. Ishares Core S&P Total U.S. St Transaction History

Confluence Wealth Services, Inc.

  • $1.38 Billion
  • Q4 2024

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,486 shares of ITOT stock, worth $333,024. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,486
Previous 2,565 3.08%
Holding current value
$333,024
Previous $322,000 0.93%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 27, 2025
SELL
$124.26 - $134.12 $9,816 - $10,595
-79 Reduced 3.08%
2,486 $319,000
Q3 2024

Oct 29, 2024
SELL
$113.41 - $125.62 $58,632 - $64,945
-517 Reduced 16.77%
2,565 $322,000
Q2 2024

Jul 31, 2024
BUY
$108.78 - $119.23 $81,258 - $89,064
747 Added 31.99%
3,082 $366,000
Q1 2024

Apr 22, 2024
BUY
$103.16 - $115.3 $240,878 - $269,225
2,335 New
2,335 $269,000

Others Institutions Holding ITOT

# of Institutions
1,514
Shares Held
303M
Call Options Held
54.6K
Put Options Held
17.8K
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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