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

Lji Wealth Management, LLC

$508 Billion
Q4 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 984,394 shares of ITOT stock, worth $119 Million. This represents 24.94% of its overall portfolio holdings.

Number of Shares

984,394

Previous 913,099 7.81%

Holding current value

$119 Million

Previous $115 Billion 10.38%

% of portfolio

24.94%

Previous 23.44%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$124.26 - $134.12 $8.86 Million - $9.56 Million	71,295 Added 7.81%	984,394 $127 Billion
Q3 2024 Nov 06, 2024	BUY	$113.41 - $125.62 $2.03 Million - $2.25 Million	17,885 Added 2.0%	913,099 $115 Billion
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

1,543

Shares Held

303M

Call Options Held

53K

Put Options Held

29.4K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Account

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