Valued Wealth Advisors LLC Ishares Core S&P Total U.S. St Transaction History

Valued Wealth Advisors LLC

  • $192 Billion
  • Q2 2025

A detailed history of Valued Wealth Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 162 shares of ITOT stock, worth $23,731. This represents 0.01% of its overall portfolio holdings.

Number of Shares
162
Previous 185 12.43%
Holding current value
$23,731
Previous $22.6 Million 3.08%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$108.12 - $135.04 $2,486 - $3,105
-23 Reduced 12.43%
162 $21.9 Million
Q1 2025

May 01, 2025
BUY
$120.29 - $134.6 $5,533 - $6,191
46 Added 33.09%
185 $22.6 Million
Q4 2024

Jan 22, 2025
BUY
$124.26 - $134.12 $17,272 - $18,642
139 New
139 $17.9 Million

Others Institutions Holding ITOT

# of Institutions
1,639
Shares Held
325M
Call Options Held
69.1K
Put Options Held
33.4K
View Full List

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

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Valued Wealth Advisors LLC Portfolio

Follow Valued Wealth Advisors LLC 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 Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email