Institute For Wealth Management, Llc. Ishares Core S&P Total U.S. St Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 7,969 shares of ITOT stock, worth $1.02 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,969
Previous 7,957 0.15%
Holding current value
$1.02 Million
Previous $945,000 5.93%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 12, 2024
BUY
$113.41 - $125.62 $1,360 - $1,507
12 Added 0.15%
7,969 $1 Million
Q2 2024

Jul 25, 2024
BUY
$108.78 - $119.23 $60,046 - $65,814
552 Added 7.45%
7,957 $945,000
Q1 2024

Apr 30, 2024
BUY
$103.16 - $115.3 $6,395 - $7,148
62 Added 0.84%
7,405 $853,000
Q4 2023

Jan 31, 2024
BUY
$90.04 - $105.69 $5,582 - $6,552
62 Added 0.85%
7,343 $772,000
Q3 2023

Oct 13, 2023
BUY
$93.72 - $101.39 $1,312 - $1,419
14 Added 0.19%
7,281 $685,000
Q2 2023

Jul 25, 2023
BUY
$89.03 - $97.84 $14,333 - $15,752
161 Added 2.27%
7,267 $711,000
Q1 2023

Apr 20, 2023
BUY
$84.12 - $93.15 $1,598 - $1,769
19 Added 0.27%
7,106 $643,000
Q4 2022

Feb 02, 2023
BUY
$79.44 - $90.48 $19,621 - $22,348
247 Added 3.61%
7,087 $600,000
Q3 2022

Oct 18, 2022
BUY
$79.54 - $95.9 $3,579 - $4,315
45 Added 0.66%
6,840 $544,000
Q2 2022

Jul 25, 2022
BUY
$80.96 - $102.19 $1,781 - $2,248
22 Added 0.32%
6,795 $569,000
Q1 2022

Apr 29, 2022
BUY
$93.09 - $107.63 $2,885 - $3,336
31 Added 0.46%
6,773 $684,000
Q4 2021

Jan 21, 2022
BUY
$98.24 - $107.61 $4,519 - $4,950
46 Added 0.69%
6,742 $721,000
Q3 2021

Nov 15, 2021
BUY
$97.33 - $103.96 $6,229 - $6,653
64 Added 0.97%
6,696 $659,000
Q2 2021

Jul 21, 2021
BUY
$92.76 - $98.86 $1,113 - $1,186
12 Added 0.18%
6,632 $655,000
Q1 2021

May 04, 2021
BUY
$85.12 - $92.58 $5,958 - $6,480
70 Added 1.07%
6,620 $606,000
Q4 2020

Feb 01, 2021
BUY
$74.05 - $86.22 $217,781 - $253,573
2,941 Added 81.49%
6,550 $565,000
Q3 2020

Nov 03, 2020
BUY
$69.81 - $80.47 $251,944 - $290,416
3,609 New
3,609 $272,000
Q1 2020

Apr 29, 2020
SELL
$49.67 - $76.42 $17,334 - $26,670
-349 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$65.12 - $72.96 $22,726 - $25,463
349 New
349 $25,000

Others Institutions Holding ITOT

# of Institutions
1,379
Shares Held
303M
Call Options Held
58.9K
Put Options Held
20K
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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