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

Tradition Wealth Management, LLC

$1.21 Billion
Q3 2025

A detailed history of Tradition Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 1,380 shares of ITOT stock, worth $201,963. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,380

Holding current value

$201,963

% of portfolio

0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$135.0 - $146.02 $186,300 - $201,507	1,380 New	1,380 $200,000
Q4 2023 Feb 12, 2024	BUY	$90.04 - $105.69 $90 - $105	1 Added 0.1%	959 $101,000
Q3 2023 Nov 13, 2023	SELL	$93.72 - $101.39 $28,584 - $30,923	-305 Reduced 24.15%	958 $90,000
Q2 2023 Aug 14, 2023	BUY	$89.03 - $97.84 $25,640 - $28,177	288 Added 29.54%	1,263 $124,000
Q1 2023 May 11, 2023	BUY	$84.12 - $93.15 $1,514 - $1,676	18 Added 1.88%	975 $88,000

Q4 2022 Feb 03, 2023	BUY	$79.44 - $90.48 $79 - $90	1 Added 0.1%	957 $81,000
Q3 2022 Nov 14, 2022	SELL	$79.54 - $95.9 $17,339 - $20,906	-218 Reduced 18.57%	956 $76,000
Q4 2021 Feb 14, 2022	BUY	$98.24 - $107.61 $81,244 - $88,993	827 Added 238.33%	1,174 $126,000
Q2 2021 Aug 09, 2021	BUY	$92.76 - $98.86 $32,187 - $34,304	347 New	347 $34,000
Q1 2021 May 14, 2021	SELL	$85.12 - $92.58 $1,702 - $1,851	-20 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$74.05 - $86.22 $1,481 - $1,724	20 New	20 $2,000

Others Institutions Holding ITOT

# of Institutions

1,705

Shares Held

334M

Call Options Held

61.7K

Put Options Held

36K

View Full List

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

Ticker ITOT
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Tradition Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History