Elevate Wealth Advisory, Inc Ishares Core S&P Total U.S. St Transaction History

Elevate Wealth Advisory, Inc

$141 Billion
Q1 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 107,568 shares of ITOT stock, worth $14 Million. This represents 9.3% of its overall portfolio holdings.

Number of Shares

107,568

Previous 108,733 1.07%

Holding current value

$14 Million

Previous $13.9 Billion 5.64%

% of portfolio

9.3%

Previous 10.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$120.29 - $134.6 $140,137 - $156,809	-1,165 Reduced 1.07%	107,568 $13.1 Billion
Q4 2024 Feb 11, 2025	BUY	$124.26 - $134.12 $155,573 - $167,918	1,252 Added 1.16%	108,733 $13.9 Billion
Q3 2024 Nov 13, 2024	BUY	$113.41 - $125.62 $226 - $251	2 Added 0.0%	107,481 $13.5 Billion
Q2 2024 Aug 12, 2024	BUY	$108.78 - $119.23 $724,692 - $794,310	6,662 Added 6.61%	107,479 $12.8 Billion
Q1 2024 May 02, 2024	BUY	$103.16 - $115.3 $1.61 Million - $1.8 Million	15,608 Added 18.32%	100,817 $11.6 Billion
Q4 2023 Feb 14, 2024	BUY	$90.04 - $105.69 $7.67 Million - $9.01 Million	85,209 New	85,209 $8.97 Billion

Others Institutions Holding ITOT

# of Institutions

1,576

Shares Held

320M

Call Options Held

67.9K

Put Options Held

29K

View Full List

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

Ticker ITOT
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Elevate Wealth Advisory, Inc Ishares Core S&P Total U.S. St Transaction History