Schechter Investment Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Schechter Investment Advisors, LLC

$997 Million
Q3 2024

A detailed history of Schechter Investment Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 11,556 shares of ITOT stock, worth $1.51 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

11,556

Previous 11,973 3.48%

Holding current value

$1.51 Million

Previous $1.42 Million 2.04%

% of portfolio

0.15%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$113.41 - $125.62 $47,291 - $52,383	-417 Reduced 3.48%	11,556 $1.45 Million
Q1 2024 May 06, 2024	BUY	$103.16 - $115.3 $290,704 - $324,915	2,818 Added 30.78%	11,973 $1.38 Million
Q3 2022 Nov 04, 2022	SELL	$79.54 - $95.9 $397 - $479	-5 Reduced 0.05%	9,155 $728,000
Q2 2022 Nov 03, 2022	BUY	$80.96 - $102.19 $741,593 - $936,060	9,160 New	9,160 $767,000
Q1 2022 Nov 18, 2022	SELL	$93.09 - $107.63 $191,765 - $221,717	-2,060 Reduced 22.5%	7,095 $716,000
Q4 2021 Dec 27, 2022	SELL	$98.24 - $107.61 $177,519 - $194,451	-1,807 Reduced 19.74%	7,348 $786,000

Others Institutions Holding ITOT

# of Institutions

1,379

Shares Held

303M

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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Schechter Investment Advisors, LLC Ishares Core S&P Total U.S. St Transaction History