Genesis Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Genesis Wealth Advisors, LLC

  • $142 Billion
  • Q3 2025

A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 3,839 shares of ITOT stock, worth $561,837. This represents 0.39% of its overall portfolio holdings.

Number of Shares
3,839
Previous 3,871 0.83%
Holding current value
$561,837
Previous $523 Million 6.97%
% of portfolio
0.39%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$135.0 - $146.02 $4,320 - $4,672
-32 Reduced 0.83%
3,839 $559 Million
Q2 2025

Jul 15, 2025
SELL
$108.12 - $135.04 $133,311 - $166,504
-1,233 Reduced 24.16%
3,871 $523 Million
Q1 2025

May 05, 2025
SELL
$120.29 - $134.6 $179,352 - $200,688
-1,491 Reduced 22.61%
5,104 $623 Million
Q4 2024

Feb 04, 2025
BUY
$124.26 - $134.12 $819,494 - $884,521
6,595 New
6,595 $848 Million

Others Institutions Holding ITOT

# of Institutions
1,704
Shares Held
334M
Call Options Held
61.7K
Put Options Held
36K
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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