A detailed history of Diversified Portfolios, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 25,129 shares of ITOT stock, worth $3.13 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
25,129
Previous 24,234 3.69%
Holding current value
$3.13 Million
Previous $2.79 Million 6.8%
% of portfolio
0.35%
Previous 0.4%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$108.78 - $119.23 $97,358 - $106,710
895 Added 3.69%
25,129 $2.98 Million
Q1 2024

May 07, 2024

BUY
$103.16 - $115.3 $100,890 - $112,763
978 Added 4.21%
24,234 $2.79 Million
Q4 2023

Jan 30, 2024

BUY
$90.04 - $105.69 $1.38 Million - $1.62 Million
15,299 Added 192.27%
23,256 $2.45 Million
Q3 2023

Nov 02, 2023

BUY
$93.72 - $101.39 $103,373 - $111,833
1,103 Added 16.09%
7,957 $749,000
Q2 2023

Aug 09, 2023

BUY
$89.03 - $97.84 $12,909 - $14,186
145 Added 2.16%
6,854 $670,000
Q1 2023

May 02, 2023

BUY
$84.12 - $93.15 $58,463 - $64,739
695 Added 11.56%
6,709 $607,000
Q4 2022

Jan 24, 2023

SELL
$79.44 - $90.48 $145,216 - $165,397
-1,828 Reduced 23.31%
6,014 $0
Q3 2022

Nov 07, 2022

BUY
$79.54 - $95.9 $21,714 - $26,180
273 Added 3.61%
7,842 $624,000
Q2 2022

Aug 09, 2022

SELL
$80.96 - $102.19 $3.38 Million - $4.27 Million
-41,784 Reduced 84.66%
7,569 $634,000
Q1 2022

May 12, 2022

BUY
$93.09 - $107.63 $4.27 Million - $4.94 Million
45,922 Added 1338.44%
49,353 $4.98 Million
Q4 2021

Jan 31, 2022

BUY
$98.24 - $107.61 $337,061 - $369,209
3,431 New
3,431 $367,000

Others Institutions Holding ITOT

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Diversified Portfolios, Inc. Portfolio

Follow Diversified Portfolios, Inc. 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 Diversified Portfolios, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Diversified Portfolios, Inc. with notifications on news.