A detailed history of Wj Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wj Wealth Management, LLC holds 13,451 shares of ITOT stock, worth $1.77 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
13,451
Previous 13,639 1.38%
Holding current value
$1.77 Million
Previous $1.62 Million 4.26%
% of portfolio
0.63%
Previous 0.6%

Shares

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

Oct 31, 2024

SELL
$113.41 - $125.62 $21,321 - $23,616
-188 Reduced 1.38%
13,451 $1.69 Million
Q2 2024

Aug 09, 2024

BUY
$108.78 - $119.23 $17,404 - $19,076
160 Added 1.19%
13,639 $1.62 Million
Q1 2024

Apr 17, 2024

SELL
$103.16 - $115.3 $21,250 - $23,751
-206 Reduced 1.51%
13,479 $1.55 Million
Q4 2023

Jan 12, 2024

SELL
$90.04 - $105.69 $33,314 - $39,105
-370 Reduced 2.63%
13,685 $1.44 Million
Q3 2023

Oct 10, 2023

SELL
$93.72 - $101.39 $8,434 - $9,125
-90 Reduced 0.64%
14,055 $1.32 Million
Q2 2023

Jul 11, 2023

BUY
$89.03 - $97.84 $629,709 - $692,022
7,073 Added 100.01%
14,145 $1.38 Million
Q1 2023

Apr 12, 2023

SELL
$84.12 - $93.15 $672,875 - $745,106
-7,999 Reduced 53.08%
7,072 $640,000
Q3 2022

Oct 18, 2022

SELL
$79.54 - $95.9 $95,288 - $114,888
-1,198 Reduced 7.36%
15,071 $1.2 Million
Q2 2022

Aug 05, 2022

BUY
$80.96 - $102.19 $605,499 - $764,279
7,479 Added 85.09%
16,269 $1.37 Million
Q1 2022

May 13, 2022

SELL
$93.09 - $107.63 $32,209 - $37,239
-346 Reduced 3.79%
8,790 $889,000
Q4 2021

Feb 14, 2022

SELL
$98.24 - $107.61 $12,967 - $14,204
-132 Reduced 1.42%
9,136 $978,000
Q3 2021

Oct 15, 2021

SELL
$97.33 - $103.96 $902,151 - $963,605
-9,269 Reduced 50.0%
9,268 $912,000
Q3 2021

Oct 13, 2021

BUY
$97.33 - $103.96 $898,161 - $959,342
9,228 Added 99.13%
18,537 $913,000
Q2 2021

Aug 04, 2021

SELL
$92.76 - $98.86 $26,436 - $28,175
-285 Reduced 2.97%
9,309 $919,000
Q1 2021

Apr 28, 2021

SELL
$85.12 - $92.58 $56,604 - $61,565
-665 Reduced 6.48%
9,594 $879,000
Q4 2020

Jan 20, 2021

SELL
$74.05 - $86.22 $63,312 - $73,718
-855 Reduced 7.69%
10,259 $885,000
Q3 2020

Oct 14, 2020

SELL
$69.81 - $80.47 $1.29 Million - $1.48 Million
-18,425 Reduced 62.38%
11,114 $839,000
Q2 2020

Aug 03, 2020

BUY
$54.49 - $72.8 $717,960 - $959,212
13,176 Added 80.52%
29,539 $2.05 Million
Q1 2020

Apr 21, 2020

SELL
$49.67 - $76.42 $158,447 - $243,779
-3,190 Reduced 16.31%
16,363 $936,000
Q4 2019

Jan 31, 2020

BUY
$65.12 - $72.96 $1.27 Million - $1.43 Million
19,553 New
19,553 $1.42 Million

Others Institutions Holding ITOT

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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