Long Run Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Long Run Wealth Advisors, LLC

  • $411 Million
  • Q4 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 2,765 shares of ITOT stock, worth $335,643. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,765
Previous 3,381 18.22%
Holding current value
$335,643
Previous $424,000 16.27%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Jan 27, 2025
SELL
$124.26 - $134.12 $76,544 - $82,617
-616 Reduced 18.22%
2,765 $355,000
Q3 2024

Oct 30, 2024
BUY
$113.41 - $125.62 $183,837 - $203,630
1,621 Added 92.1%
3,381 $424,000
Q2 2024

Jul 19, 2024
SELL
$108.78 - $119.23 $28,174 - $30,880
-259 Reduced 12.83%
1,760 $209,000
Q4 2023

Jan 10, 2024
BUY
$90.04 - $105.69 $181,790 - $213,388
2,019 New
2,019 $212,000
Q2 2023

Jul 17, 2023
BUY
$89.03 - $97.84 $194,263 - $213,486
2,182 New
2,182 $213,000
Q1 2022

Apr 27, 2022
SELL
$93.09 - $107.63 $188,227 - $217,627
-2,022 Closed
0 $0
Q4 2021

Jan 21, 2022
BUY
$98.24 - $107.61 $198,641 - $217,587
2,022 New
2,022 $216,000

Others Institutions Holding ITOT

# of Institutions
1,545
Shares Held
313M
Call Options Held
53K
Put Options Held
29.4K
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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