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

Luminvest Wealth Management LLC

  • $307 Billion
  • Q3 2025

A detailed history of Luminvest Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 25,486 shares of ITOT stock, worth $3.73 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
25,486
Previous 25,309 0.7%
Holding current value
$3.73 Million
Previous $3.42 Billion 8.52%
% of portfolio
1.21%
Previous 1.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$135.0 - $146.02 $23,895 - $25,845
177 Added 0.7%
25,486 $3.71 Billion
Q2 2025

Jul 16, 2025
BUY
$108.12 - $135.04 $2.74 Million - $3.42 Million
25,309 New
25,309 $3.42 Billion

Others Institutions Holding ITOT

# of Institutions
1,704
Shares Held
334M
Call Options Held
61.7K
Put Options Held
36K
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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