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

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 5,974 shares of ITOT stock, worth $874,294. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,974

Previous 5,984 0.17%

Holding current value

$874,294

Previous $808,000 7.67%

% of portfolio

0.06%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$135.0 - $146.02 $1,350 - $1,460	-10 Reduced 0.17%	5,974 $870,000
Q2 2025 Jul 28, 2025	BUY	$108.12 - $135.04 $162,396 - $202,830	1,502 Added 33.51%	5,984 $808,000
Q4 2024 Jan 30, 2025	BUY	$124.26 - $134.12 $556,933 - $601,125	4,482 New	4,482 $576,000
Q3 2023 Nov 09, 2023	BUY	$93.72 - $101.39 $594,747 - $643,420	6,346 Added 158650.0%	6,350 $598,000
Q2 2023 Aug 14, 2023	SELL	$89.03 - $97.84 $23,681 - $26,025	-266 Reduced 98.52%	4 $0

Q2 2023 Jul 25, 2023	BUY	$89.03 - $97.84 $23,681 - $26,025	266 Added 6650.0%	270 $26,000
Q1 2023 May 08, 2023	SELL	$84.12 - $93.15 $434,732 - $481,399	-5,168 Reduced 99.92%	4 $0
Q4 2022 Feb 15, 2023	BUY	$79.44 - $90.48 $4,607 - $5,247	58 Added 1.13%	5,172 $438,000
Q3 2022 Dec 12, 2022	BUY	$79.54 - $95.9 $14,237 - $17,166	179 Added 3.63%	5,114 $446,000
Q1 2022 Sep 07, 2022	BUY	$93.09 - $107.63 $459,399 - $531,154	4,935 New	4,935 $453,000

Others Institutions Holding ITOT

# of Institutions

1,720

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