Modern Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History

Modern Wealth Management, LLC

$1.65 Trillion
Q3 2024

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%

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

# of Institutions

1,377

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

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Modern Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History