Wetzel Investment Advisors, Inc. Ishares Core S&P Total U.S. St Transaction History

Wetzel Investment Advisors, Inc.

$196 Million
Q4 2024

A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 5,432 shares of ITOT stock, worth $659,390. This represents 0.36% of its overall portfolio holdings.

Number of Shares

5,432

Previous 5,524 1.67%

Holding current value

$659,390

Previous $693,000 0.72%

% of portfolio

0.36%

Previous 0.36%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$124.26 - $134.12 $11,431 - $12,339	-92 Reduced 1.67%	5,432 $698,000
Q3 2024 Oct 29, 2024	BUY	$113.41 - $125.62 $10,887 - $12,059	96 Added 1.77%	5,524 $693,000
Q2 2024 Aug 07, 2024	SELL	$108.78 - $119.23 $4,351 - $4,769	-40 Reduced 0.73%	5,428 $644,000
Q1 2024 Apr 23, 2024	BUY	$103.16 - $115.3 $27,234 - $30,439	264 Added 5.07%	5,468 $630,000
Q4 2023 Jan 31, 2024	BUY	$90.04 - $105.69 $468,568 - $550,010	5,204 New	5,204 $548,000

Others Institutions Holding ITOT

# of Institutions

1,543

Shares Held

303M

Call Options Held

53K

Put Options Held

29.4K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

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Wetzel Investment Advisors, Inc. Ishares Core S&P Total U.S. St Transaction History