A detailed history of O'Brien Wealth Partners LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 472,395 shares of ITOT stock, worth $61.3 Million. This represents 12.27% of its overall portfolio holdings.

Number of Shares
472,395
Previous 487,332 3.07%
Holding current value
$61.3 Million
Previous $57.9 Million 2.52%
% of portfolio
12.27%
Previous 13.8%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$113.41 - $125.62 $1.69 Million - $1.88 Million
-14,937 Reduced 3.07%
472,395 $59.3 Million
Q2 2024

Jul 22, 2024

SELL
$108.78 - $119.23 $49.6 Million - $54.3 Million
-455,583 Reduced 48.32%
487,332 $57.9 Million
Q1 2024

Apr 18, 2024

SELL
$103.16 - $115.3 $3.09 Million - $3.45 Million
-29,954 Reduced 3.08%
942,915 $109 Million
Q4 2023

Jan 25, 2024

SELL
$90.04 - $105.69 $1.66 Million - $1.95 Million
-18,425 Reduced 1.86%
972,869 $102 Million
Q3 2023

Oct 24, 2023

SELL
$93.72 - $101.39 $270,288 - $292,408
-2,884 Reduced 0.29%
991,294 $93.4 Million
Q2 2023

Aug 07, 2023

BUY
$89.03 - $97.84 $1.83 Million - $2.01 Million
20,537 Added 2.11%
994,178 $97.3 Million
Q1 2023

May 08, 2023

SELL
$84.12 - $93.15 $1.61 Million - $1.79 Million
-19,180 Reduced 1.93%
973,641 $88.2 Million
Q4 2022

Feb 10, 2023

BUY
$79.44 - $90.48 $1.98 Million - $2.26 Million
24,960 Added 2.58%
992,821 $84.2 Million
Q3 2022

Nov 14, 2022

BUY
$79.54 - $95.9 $1.47 Million - $1.77 Million
18,419 Added 1.94%
967,861 $77 Million
Q2 2022

Jul 22, 2022

BUY
$80.96 - $102.19 $359,462 - $453,723
4,440 Added 0.47%
949,442 $79.5 Million
Q1 2022

May 10, 2022

SELL
$93.09 - $107.63 $140,752 - $162,736
-1,512 Reduced 0.16%
945,002 $83.3 Million
Q4 2021

Feb 09, 2022

SELL
$98.24 - $107.61 $1.08 Million - $1.18 Million
-11,002 Reduced 1.15%
946,514 $95.5 Million
Q3 2021

Oct 07, 2021

BUY
$97.33 - $103.96 $339,487 - $362,612
3,488 Added 0.37%
957,516 $94.9 Million
Q2 2021

Jul 12, 2021

BUY
$92.76 - $98.86 $1.52 Million - $1.62 Million
16,381 Added 1.75%
954,028 $95.5 Million
Q1 2021

Apr 13, 2021

SELL
$85.12 - $92.58 $1.07 Million - $1.17 Million
-12,602 Reduced 1.33%
937,647 $88.5 Million
Q4 2020

Jan 11, 2021

BUY
$74.05 - $86.22 $1.02 Million - $1.18 Million
13,710 Added 1.46%
950,249 $83.9 Million
Q3 2020

Oct 09, 2020

SELL
$69.81 - $80.47 $309,746 - $357,045
-4,437 Reduced 0.47%
936,539 $73 Million
Q2 2020

Jul 10, 2020

BUY
$54.49 - $72.8 $1.4 Million - $1.86 Million
25,612 Added 2.8%
940,976 $66.5 Million
Q1 2020

Apr 03, 2020

BUY
$49.67 - $76.42 $45.1 Million - $69.4 Million
907,724 Added 11881.2%
915,364 $51 Million
Q4 2019

Jan 07, 2020

SELL
$65.12 - $72.96 $6,837 - $7,660
-105 Reduced 1.36%
7,640 $558,000
Q3 2019

Oct 04, 2019

SELL
$64.37 - $68.57 $80,462 - $85,712
-1,250 Reduced 13.9%
7,745 $519,000
Q2 2019

Jul 08, 2019

SELL
$62.47 - $67.06 $30,235 - $32,457
-484 Reduced 5.11%
8,995 $609,000
Q1 2019

Apr 05, 2019

SELL
$55.45 - $64.92 $89,829 - $105,170
-1,620 Reduced 14.6%
9,479 $610,000
Q4 2018

Jan 17, 2019

SELL
$53.25 - $66.76 $247,346 - $310,100
-4,645 Reduced 29.5%
11,099 $661,000
Q3 2018

Oct 09, 2018

SELL
$62.51 - $67.36 $12,939 - $13,943
-207 Reduced 1.3%
15,744 $1.05 Million
Q2 2018

Jul 11, 2018

SELL
$59.06 - $64.29 $153,024 - $166,575
-2,591 Reduced 13.97%
15,951 $997,000
Q1 2018

Apr 11, 2018

SELL
$58.94 - $65.4 $92,830 - $103,005
-1,575 Reduced 7.83%
18,542 $1.12 Million
Q4 2017

Jan 10, 2018

SELL
$57.99 - $61.7 $10,902 - $11,599
-188 Reduced 0.93%
20,117 $1.23 Million
Q3 2017

Oct 12, 2017

BUY
$57.1 - $57.63 $1.16 Million - $1.17 Million
20,305
20,305 $1.17 Million

Others Institutions Holding ITOT

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


  • Ticker ITOT
  • Sector ETFs
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