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

Mbl Wealth, LLC

$833 Million
Q2 2024

A detailed history of Mbl Wealth, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Mbl Wealth, LLC holds 6,050 shares of ITOT stock, worth $754,737. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,050

Previous 4,499 34.47%

Holding current value

$754,737

Previous $518,000 38.61%

% of portfolio

0.09%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$108.78 - $119.23 $168,717 - $184,925	1,551 Added 34.47%	6,050 $718,000
Q1 2024 Apr 22, 2024	BUY	$103.16 - $115.3 $32,701 - $36,550	317 Added 7.58%	4,499 $518,000
Q4 2023 Jan 18, 2024	BUY	$90.04 - $105.69 $35,295 - $41,430	392 Added 10.34%	4,182 $440,000
Q3 2023 Oct 11, 2023	BUY	$93.72 - $101.39 $38,987 - $42,178	416 Added 12.33%	3,790 $356,000
Q2 2023 Jul 17, 2023	BUY	$89.03 - $97.84 $36,413 - $40,016	409 Added 13.79%	3,374 $330,000
Q1 2023 Apr 11, 2023	BUY	$84.12 - $93.15 $7,402 - $8,197	88 Added 3.06%	2,965 $268,000
Q4 2022 Jan 12, 2023	BUY	$79.44 - $90.48 $228,548 - $260,310	2,877 New	2,877 $244,000

Others Institutions Holding ITOT

# of Institutions

1,360

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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