A detailed history of Drive Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Drive Wealth Management, LLC holds 2,552 shares of ITOT stock, worth $325,277. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,552
Previous 2,546 0.24%
Holding current value
$325,277
Previous $293,000 3.41%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jul 31, 2024

BUY
$108.78 - $119.23 $652 - $715
6 Added 0.24%
2,552 $303,000
Q1 2024

Apr 22, 2024

SELL
$103.16 - $115.3 $17,537 - $19,601
-170 Reduced 6.26%
2,546 $293,000
Q4 2023

Jan 22, 2024

SELL
$90.04 - $105.69 $3,241 - $3,804
-36 Reduced 1.31%
2,716 $285,000
Q2 2023

Jul 14, 2023

SELL
$89.03 - $97.84 $3,383 - $3,717
-38 Reduced 1.36%
2,752 $269,000
Q1 2023

Apr 13, 2023

SELL
$84.12 - $93.15 $9,589 - $10,619
-114 Reduced 3.93%
2,790 $252,000
Q4 2022

Jan 27, 2023

BUY
$79.44 - $90.48 $230,693 - $262,753
2,904 New
2,904 $0
Q2 2022

Nov 14, 2022

SELL
$80.96 - $102.19 $250,490 - $316,175
-3,094 Closed
0 $0
Q1 2022

Nov 14, 2022

SELL
$93.09 - $107.63 $2,234 - $2,583
-24 Reduced 0.77%
3,094 $312,000
Q4 2021

Nov 14, 2022

BUY
$98.24 - $107.61 $306,312 - $335,527
3,118 New
3,118 $334,000

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 Drive Wealth Management, LLC Portfolio

Follow Drive Wealth Management, LLC 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 Drive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Drive Wealth Management, LLC with notifications on news.