A detailed history of Geometric Wealth Advisors transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Geometric Wealth Advisors holds 4,134 shares of ITOT stock, worth $526,919. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,134
Previous 3,887 6.35%
Holding current value
$526,919
Previous $461,000 12.58%
% of portfolio
0.1%
Previous 0.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$113.41 - $125.62 $28,012 - $31,028
247 Added 6.35%
4,134 $519,000
Q1 2024

May 07, 2024

BUY
$103.16 - $115.3 $31,566 - $35,281
306 Added 8.55%
3,887 $448,000
Q4 2023

Jan 18, 2024

SELL
$90.04 - $105.69 $32,594 - $38,259
-362 Reduced 9.18%
3,581 $376,000
Q3 2023

Oct 12, 2023

BUY
$93.72 - $101.39 $98,874 - $106,966
1,055 Added 36.53%
3,943 $371,000
Q2 2023

Jul 17, 2023

BUY
$89.03 - $97.84 $44,336 - $48,724
498 Added 20.84%
2,888 $282,000
Q1 2023

May 01, 2023

BUY
$84.12 - $93.15 $201,046 - $222,628
2,390 New
2,390 $216,000
Q2 2022

Jul 20, 2022

SELL
$80.96 - $102.19 $174,144 - $219,810
-2,151 Closed
0 $0
Q4 2021

Feb 23, 2022

BUY
$98.24 - $107.61 $211,314 - $231,469
2,151 New
2,151 $230,000

Others Institutions Holding ITOT

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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