Dopkins Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History

Dopkins Wealth Management, LLC

$120 Million
Q3 2024

A detailed history of Dopkins Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 5,832 shares of ITOT stock, worth $743,463. This represents 0.61% of its overall portfolio holdings.

Number of Shares

5,832

Previous 15,477 62.32%

Holding current value

$743,463

Previous $1.84 Million 60.17%

% of portfolio

0.61%

Previous 1.17%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$113.41 - $125.62 $1.09 Million - $1.21 Million	-9,645 Reduced 62.32%	5,832 $732,000
Q2 2024 Jul 30, 2024	BUY	$108.78 - $119.23 $311,763 - $341,713	2,866 Added 22.73%	15,477 $1.84 Million
Q1 2024 May 03, 2024	BUY	$103.16 - $115.3 $1.3 Million - $1.45 Million	12,611 New	12,611 $1.45 Million
Q3 2023 Nov 13, 2023	BUY	$93.72 - $101.39 $929,514 - $1.01 Million	9,918 New	9,918 $934,000

Others Institutions Holding ITOT

# of Institutions

1,380

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

View Full List

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

Ticker ITOT
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Industry ETFs

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Dopkins Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History