A detailed history of Modern Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Modern Wealth Management, LLC holds 30,916 shares of ITOT stock, worth $3.98 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
30,916
Previous 28,241 9.47%
Holding current value
$3.98 Million
Previous $3.35 Billion 15.78%
% of portfolio
0.24%
Previous 0.25%

Shares

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

Nov 05, 2024

BUY
$113.41 - $125.62 $303,371 - $336,033
2,675 Added 9.47%
30,916 $3.88 Billion
Q2 2024

Aug 07, 2024

BUY
$108.78 - $119.23 $3.07 Million - $3.37 Million
28,241 New
28,241 $3.35 Billion

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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