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

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Marcum Wealth, LLC holds 3,661 shares of ITOT stock, worth $488,597. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,661

Previous 3,661 -0.0%

Holding current value

$488,597

Previous $459,000 2.4%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 02, 2024	SELL	$108.78 - $119.23 $4,568 - $5,007	-42 Reduced 1.13%	3,661 $434,000
Q1 2024 Apr 10, 2024	BUY	$103.16 - $115.3 $13,926 - $15,565	135 Added 3.78%	3,703 $426,000
Q3 2023 Oct 10, 2023	BUY	$93.72 - $101.39 $54,919 - $59,414	586 Added 19.65%	3,568 $336,000
Q2 2023 Jul 13, 2023	SELL	$89.03 - $97.84 $10,861 - $11,936	-122 Reduced 3.93%	2,982 $291,000
Q4 2022 Jan 12, 2023	SELL	$79.44 - $90.48 $79 - $90	-1 Reduced 0.03%	3,104 $0
Q3 2022 Oct 11, 2022	BUY	$79.54 - $95.9 $1,829 - $2,205	23 Added 0.75%	3,105 $247,000
Q2 2022 Jul 14, 2022	BUY	$80.96 - $102.19 $23,640 - $29,839	292 Added 10.47%	3,082 $258,000
Q1 2022 Apr 20, 2022	BUY	$93.09 - $107.63 $186 - $215	2 Added 0.07%	2,790 $282,000
Q4 2021 Feb 01, 2022	SELL	$98.24 - $107.61 $7,269 - $7,963	-74 Reduced 2.59%	2,788 $298,000
Q3 2021 Nov 08, 2021	BUY	$97.33 - $103.96 $278,558 - $297,533	2,862 New	2,862 $282,000

Others Institutions Holding ITOT

# of Institutions

1,466

Shares Held

329M

Call Options Held

58.9K

Put Options Held

20K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

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