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

Goldstein Advisors, LLC

$689 Billion
Q4 2024

A detailed history of Goldstein Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Goldstein Advisors, LLC holds 784,299 shares of ITOT stock, worth $103 Million. This represents 14.65% of its overall portfolio holdings.

Number of Shares

784,299

Previous 839,651 6.59%

Holding current value

$103 Million

Previous $105 Billion 4.36%

% of portfolio

14.65%

Previous 16.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$124.26 - $134.12 $6.88 Million - $7.42 Million	-55,352 Reduced 6.59%	784,299 $101 Billion
Q3 2024 Oct 24, 2024	SELL	$113.41 - $125.62 $1.71 Million - $1.89 Million	-15,072 Reduced 1.76%	839,651 $105 Billion
Q2 2024 Jul 24, 2024	BUY	$108.78 - $119.23 $2.64 Million - $2.89 Million	24,280 Added 2.92%	854,723 $102 Billion
Q1 2024 May 13, 2024	BUY	$103.16 - $115.3 $2.17 Million - $2.42 Million	21,011 Added 2.6%	830,443 $95.8 Billion
Q3 2023 Oct 18, 2023	BUY	$93.72 - $101.39 $3.37 Million - $3.64 Million	35,915 Added 4.64%	809,432 $76.2 Billion
Q2 2023 Jul 21, 2023	SELL	$89.03 - $97.84 $2.33 Million - $2.56 Million	-26,129 Reduced 3.27%	773,517 $75.7 Billion
Q1 2023 May 09, 2023	BUY	$84.12 - $93.15 $13.2 Million - $14.6 Million	157,143 Added 24.46%	799,646 $72.4 Billion
Q4 2022 Feb 03, 2023	BUY	$79.44 - $90.48 $51 Million - $58.1 Million	642,503 New	642,503 $54.5 Billion

Others Institutions Holding ITOT

# of Institutions

1,533

Shares Held

304M

Call Options Held

53K

Put Options Held

29.4K

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

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