Wealth Effects LLC Ishares Core S&P Total U.S. St Transaction History

Wealth Effects LLC

  • $268 Million
  • Q3 2025

A detailed history of Wealth Effects LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wealth Effects LLC holds 14,751 shares of ITOT stock, worth $2.16 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
14,751
Previous 14,945 1.3%
Holding current value
$2.16 Million
Previous $2.02 Million 6.44%
% of portfolio
0.8%
Previous 0.84%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$135.0 - $146.02 $26,190 - $28,327
-194 Reduced 1.3%
14,751 $2.15 Million
Q2 2025

Jul 15, 2025
SELL
$108.12 - $135.04 $9,838 - $12,288
-91 Reduced 0.61%
14,945 $2.02 Million
Q1 2025

Apr 23, 2025
SELL
$120.29 - $134.6 $9,623 - $10,768
-80 Reduced 0.53%
15,036 $1.83 Million
Q4 2024

Jan 22, 2025
BUY
$124.26 - $134.12 $2,485 - $2,682
20 Added 0.13%
15,116 $1.94 Million
Q3 2024

Oct 21, 2024
SELL
$113.41 - $125.62 $74,283 - $82,281
-655 Reduced 4.16%
15,096 $1.9 Million
Q2 2024

Aug 02, 2024
SELL
$108.78 - $119.23 $15,011 - $16,453
-138 Reduced 0.87%
15,751 $1.87 Million
Q1 2024

Apr 22, 2024
SELL
$103.16 - $115.3 $20,632 - $23,060
-200 Reduced 1.24%
15,889 $1.83 Million
Q4 2023

Jan 29, 2024
SELL
$90.04 - $105.69 $328,916 - $386,085
-3,653 Reduced 18.5%
16,089 $1.69 Million
Q3 2023

Oct 16, 2023
BUY
$93.72 - $101.39 $3,373 - $3,650
36 Added 0.18%
19,742 $1.86 Million
Q2 2023

Jul 18, 2023
SELL
$89.03 - $97.84 $11,395 - $12,523
-128 Reduced 0.65%
19,706 $1.93 Million
Q1 2023

May 04, 2023
SELL
$84.12 - $93.15 $7,570 - $8,383
-90 Reduced 0.45%
19,834 $1.8 Million
Q4 2022

Feb 02, 2023
BUY
$79.44 - $90.48 $1.58 Million - $1.8 Million
19,924 New
19,924 $1.69 Million

Others Institutions Holding ITOT

# of Institutions
1,713
Shares Held
334M
Call Options Held
61.7K
Put Options Held
36K
View Full List

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

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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