West Financial Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

West Financial Advisors, LLC

  • $518 Million
  • Q4 2024

A detailed history of West Financial Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, West Financial Advisors, LLC holds 1,175 shares of ITOT stock, worth $155,746. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,175
Previous 1,175 -0.0%
Holding current value
$155,746
Previous $147,000 2.72%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$113.41 - $125.62 $133,256 - $147,603
1,175 New
1,175 $147,000
Q4 2022

Jan 10, 2023
BUY
$79.44 - $90.48 $3,654 - $4,162
46 Added 2.77%
1,706 $0
Q3 2022

Oct 11, 2022
BUY
$79.54 - $95.9 $1,749 - $2,109
22 Added 1.34%
1,660 $132,000
Q2 2022

Jul 14, 2022
BUY
$80.96 - $102.19 $132,612 - $167,387
1,638 New
1,638 $137,000

Others Institutions Holding ITOT

# of Institutions
1,486
Shares Held
300M
Call Options Held
58.9K
Put Options Held
20K
View Full List

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

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