Level Financial Advisors, Inc. Ishares Core S&P Total U.S. St Transaction History

Level Financial Advisors, Inc.

  • $252 Million
  • Q4 2024

A detailed history of Level Financial Advisors, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 3,308 shares of ITOT stock, worth $438,012. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,308
Previous 2,733 21.04%
Holding current value
$438,012
Previous $343,000 23.91%
% of portfolio
0.17%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$124.26 - $134.12 $71,449 - $77,119
575 Added 21.04%
3,308 $425,000
Q4 2022

Jan 23, 2023
SELL
$79.44 - $90.48 $38,131 - $43,430
-480 Reduced 14.94%
2,733 $0
Q4 2021

Jan 20, 2022
BUY
$98.24 - $107.61 $315,645 - $345,750
3,213 New
3,213 $344,000

Others Institutions Holding ITOT

# of Institutions
1,447
Shares Held
326M
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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