Wade Financial Advisory, Inc Ishares Core S&P Total U.S. St Transaction History

Wade Financial Advisory, Inc

  • $295 Million
  • Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 85,401 shares of ITOT stock, worth $10.4 Million. This represents 3.73% of its overall portfolio holdings.

Number of Shares
85,401
Previous 87,084 1.93%
Holding current value
$10.4 Million
Previous $10.9 Million 0.41%
% of portfolio
3.73%
Previous 3.69%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$124.26 - $134.12 $209,129 - $225,723
-1,683 Reduced 1.93%
85,401 $11 Million
Q3 2024

Oct 28, 2024
SELL
$113.41 - $125.62 $13,609 - $15,074
-120 Reduced 0.14%
87,084 $10.9 Million
Q2 2024

Jul 25, 2024
SELL
$108.78 - $119.23 $7,288 - $7,988
-67 Reduced 0.08%
87,204 $10.4 Million
Q1 2024

May 13, 2024
SELL
$103.16 - $115.3 $22,695 - $25,366
-220 Reduced 0.25%
87,271 $10.1 Million
Q4 2023

Feb 09, 2024
SELL
$90.04 - $105.69 $104,536 - $122,706
-1,161 Reduced 1.31%
87,491 $9.21 Million
Q3 2023

Oct 10, 2023
SELL
$93.72 - $101.39 $145,547 - $157,458
-1,553 Reduced 1.72%
88,652 $8.35 Million
Q2 2023

Aug 09, 2023
SELL
$89.03 - $97.84 $76,298 - $83,848
-857 Reduced 0.94%
90,205 $8.83 Million
Q1 2023

Apr 07, 2023
SELL
$84.12 - $93.15 $20,357 - $22,542
-242 Reduced 0.27%
91,062 $8.25 Million
Q4 2022

Jan 12, 2023
BUY
$79.44 - $90.48 $1.38 Million - $1.58 Million
17,422 Added 23.58%
91,304 $0
Q3 2022

Oct 26, 2022
BUY
$79.54 - $95.9 $328,500 - $396,067
4,130 Added 5.92%
73,882 $5.88 Million
Q2 2022

Aug 05, 2022
BUY
$80.96 - $102.19 $1.71 Million - $2.15 Million
21,074 Added 43.29%
69,752 $5.84 Million
Q1 2022

Apr 21, 2022
BUY
$93.09 - $107.63 $2.49 Million - $2.88 Million
26,801 Added 122.51%
48,678 $4.91 Million
Q4 2021

Feb 08, 2022
SELL
$98.24 - $107.61 $18,076 - $19,800
-184 Reduced 0.83%
21,877 $2.34 Million
Q3 2021

Nov 02, 2021
SELL
$97.33 - $103.96 $17,324 - $18,504
-178 Reduced 0.8%
22,061 $2.17 Million
Q2 2021

Jul 29, 2021
SELL
$92.76 - $98.86 $6,678 - $7,117
-72 Reduced 0.32%
22,239 $2.2 Million
Q1 2021

Apr 14, 2021
SELL
$85.12 - $92.58 $1,276 - $1,388
-15 Reduced 0.07%
22,311 $2.04 Million
Q4 2020

Mar 10, 2021
BUY
$74.05 - $86.22 $37,025 - $43,110
500 Added 2.29%
22,326 $1.93 Million
Q3 2020

Nov 03, 2020
BUY
$69.81 - $80.47 $8,447 - $9,736
121 Added 0.56%
21,826 $1.65 Million
Q2 2020

Jul 16, 2020
SELL
$54.49 - $72.8 $331,680 - $443,133
-6,087 Reduced 21.9%
21,705 $1.51 Million
Q1 2020

Apr 27, 2020
BUY
$49.67 - $76.42 $952,521 - $1.47 Million
19,177 Added 222.6%
27,792 $1.59 Million
Q4 2019

Feb 11, 2020
BUY
$65.12 - $72.96 $561,008 - $628,550
8,615 New
8,615 $626,000

Others Institutions Holding ITOT

# of Institutions
1,545
Shares Held
313M
Call Options Held
53K
Put Options Held
29.4K
View Full List

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

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