A detailed history of Shorepoint Capital Partners LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Shorepoint Capital Partners LLC holds 2,488 shares of ITOT stock, worth $317,120. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,488
Previous 2,481 0.28%
Holding current value
$317,120
Previous $286,000 3.15%
% of portfolio
0.07%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$108.78 - $119.23 $761 - $834
7 Added 0.28%
2,488 $295,000
Q1 2024

May 14, 2024

BUY
$103.16 - $115.3 $722 - $807
7 Added 0.28%
2,481 $286,000
Q4 2023

Feb 13, 2024

BUY
$90.04 - $105.69 $2,070 - $2,430
23 Added 0.94%
2,474 $260,000
Q3 2023

Nov 14, 2023

BUY
$93.72 - $101.39 $2,436 - $2,636
26 Added 1.07%
2,451 $230,000
Q2 2023

Aug 14, 2023

SELL
$89.03 - $97.84 $178 - $195
-2 Reduced 0.08%
2,425 $237,000
Q1 2023

May 15, 2023

BUY
$84.12 - $93.15 $3,448 - $3,819
41 Added 1.72%
2,427 $219,000
Q4 2022

Feb 14, 2023

BUY
$79.44 - $90.48 $189,543 - $215,885
2,386 New
2,386 $202,000

Others Institutions Holding ITOT

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Shorepoint Capital Partners LLC Portfolio

Follow Shorepoint Capital Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shorepoint Capital Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shorepoint Capital Partners LLC with notifications on news.