Van Hulzen Asset Management, LLC Ishares Core S&P Total U.S. St Transaction History

Van Hulzen Asset Management, LLC

$1.38 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 16, 2021	SELL	$74.05 - $86.22 $236,885 - $275,817	-3,199 Closed	0 $0
Q3 2020 Nov 03, 2020	SELL	$69.81 - $80.47 $20,663 - $23,819	-296 Reduced 8.47%	3,199 $241,000
Q2 2020 Aug 11, 2020	SELL	$54.49 - $72.8 $694,801 - $928,272	-12,751 Reduced 78.49%	3,495 $243,000
Q1 2020 May 14, 2020	SELL	$49.67 - $76.42 $5,861 - $9,017	-118 Reduced 0.72%	16,246 $929,000
Q4 2019 Feb 12, 2020	BUY	$65.12 - $72.96 $319,022 - $357,431	4,899 Added 42.73%	16,364 $1.19 Million
Q3 2019 Oct 30, 2019	BUY	$64.37 - $68.57 $25,426 - $27,085	395 Added 3.57%	11,465 $769,000
Q2 2019 Aug 08, 2019	BUY	$62.47 - $67.06 $58,784 - $63,103	941 Added 9.29%	11,070 $738,000
Q1 2019 May 01, 2019	SELL	$55.45 - $64.92 $14,250 - $16,684	-257 Reduced 2.47%	10,129 $652,000
Q4 2018 Feb 12, 2019	BUY	$53.25 - $66.76 $40,310 - $50,537	757 Added 7.86%	10,386 $590,000
Q4 2017 Feb 12, 2018	BUY	$57.99 - $61.7 $13,917 - $14,808	240 Added 2.56%	9,629 $589,000
Q3 2017 Nov 09, 2017	BUY	$57.1 - $57.63 $536,111 - $541,088	9,389	9,389 $541,000

Others Institutions Holding ITOT

# of Institutions

1,412

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

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