Elevate Wealth Advisory, Inc Ishares Core S&P Total U.S. St Transaction History

Elevate Wealth Advisory, Inc

$135 Billion
Q3 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 107,481 shares of ITOT stock, worth $14.3 Million. This represents 10.02% of its overall portfolio holdings.

Number of Shares

107,481

Previous 107,479 -0.0%

Holding current value

$14.3 Million

Previous $12.8 Billion 5.76%

% of portfolio

10.02%

Previous 10.36%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$113.41 - $125.62 $226 - $251	2 Added 0.0%	107,481 $13.5 Billion
Q2 2024 Aug 12, 2024	BUY	$108.78 - $119.23 $724,692 - $794,310	6,662 Added 6.61%	107,479 $12.8 Billion
Q1 2024 May 02, 2024	BUY	$103.16 - $115.3 $1.61 Million - $1.8 Million	15,608 Added 18.32%	100,817 $11.6 Billion
Q4 2023 Feb 14, 2024	BUY	$90.04 - $105.69 $7.67 Million - $9.01 Million	85,209 New	85,209 $8.97 Billion

Others Institutions Holding ITOT

# of Institutions

1,405

Shares Held

302M

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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Elevate Wealth Advisory, Inc Ishares Core S&P Total U.S. St Transaction History