A detailed history of Shira Ridge Wealth Management transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Shira Ridge Wealth Management holds 2,785 shares of ITOT stock, worth $348,264. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,785
Previous 3,109 10.42%
Holding current value
$348,264
Previous $358 Million 7.72%
% of portfolio
0.18%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024

SELL
$108.78 - $119.23 $35,244 - $38,630
-324 Reduced 10.42%
2,785 $331 Million
Q1 2023

May 08, 2023

SELL
$84.12 - $93.15 $3,028 - $3,353
-36 Reduced 1.14%
3,109 $282 Million
Q4 2022

Jan 12, 2023

BUY
$79.44 - $90.48 $249,838 - $284,559
3,145 New
3,145 $267 Million

Others Institutions Holding ITOT

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Shira Ridge Wealth Management Portfolio

Follow Shira Ridge Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.