Wells Financial Advisors Inc Ishares Core S&P Total U.S. St Transaction History

Wells Financial Advisors Inc

  • $72.3 Million
  • Q3 2025

A detailed history of Wells Financial Advisors Inc transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wells Financial Advisors Inc holds 320 shares of ITOT stock, worth $46,832. This represents 0.06% of its overall portfolio holdings.

Number of Shares
320
Previous 320 -0.0%
Holding current value
$46,832
Previous $43,000 6.98%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Feb 11, 2025
BUY
$124.26 - $134.12 $39,763 - $42,918
320 New
320 $41,000
Q2 2024

Aug 09, 2024
BUY
$108.78 - $119.23 $21,864 - $23,965
201 New
201 $23,000

Others Institutions Holding ITOT

# of Institutions
1,728
Shares Held
335M
Call Options Held
61.7K
Put Options Held
36K
View Full List

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

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