Lji Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History

Lji Wealth Management, LLC

$452 Billion
Q2 2024

A detailed history of Lji Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Lji Wealth Management, LLC holds 895,214 shares of ITOT stock, worth $114 Million. This represents 23.5% of its overall portfolio holdings.

Number of Shares

895,214

Previous 845,510 5.88%

Holding current value

$114 Million

Previous $97.5 Billion 9.07%

% of portfolio

23.5%

Previous 25.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$108.78 - $119.23 $5.41 Million - $5.93 Million	49,704 Added 5.88%	895,214 $106 Billion
Q1 2024 May 15, 2024	BUY	$103.16 - $115.3 $1.71 Million - $1.91 Million	16,550 Added 2.0%	845,510 $97.5 Billion
Q4 2023 Feb 13, 2024	BUY	$90.04 - $105.69 $3.51 Million - $4.12 Million	39,001 Added 4.94%	828,960 $87.2 Billion
Q3 2023 Feb 02, 2024	SELL	$93.72 - $101.39 $111 Million - $120 Million	-1,182,894 Reduced 59.96%	789,959 $74.4 Billion
Q2 2023 Feb 02, 2024	BUY	$89.03 - $97.84 $111 Million - $122 Million	1,242,721 Added 170.2%	1,972,853 $73.3 Billion
Q1 2023 Feb 02, 2024	BUY	$84.12 - $93.15 $3.96 Million - $4.39 Million	47,108 Added 6.9%	730,132 $66.1 Billion
Q4 2022 Jan 02, 2024	BUY	$79.44 - $90.48 $54.3 Million - $61.8 Million	683,024 New	683,024 $57.9 Billion

Others Institutions Holding ITOT

# of Institutions

1,359

Shares Held

302M

Call Options Held

97.2K

Put Options Held

16.1K

View Full List

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

Ticker ITOT
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Lji Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History