Family Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Family Wealth Partners, LLC

$210 Billion
Q4 2024

A detailed history of Family Wealth Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Family Wealth Partners, LLC holds 255,356 shares of ITOT stock, worth $33.5 Million. This represents 15.61% of its overall portfolio holdings.

Number of Shares

255,356

Previous 213,765 19.46%

Holding current value

$33.5 Million

Previous $26.9 Billion 22.31%

% of portfolio

15.61%

Previous 13.74%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$124.26 - $134.12 $5.17 Million - $5.58 Million	41,591 Added 19.46%	255,356 $32.8 Billion
Q3 2024 Oct 09, 2024	BUY	$113.41 - $125.62 $347,148 - $384,522	3,061 Added 1.45%	213,765 $26.9 Billion
Q2 2024 Jul 10, 2024	BUY	$108.78 - $119.23 $2.83 Million - $3.1 Million	26,030 Added 14.1%	210,704 $25 Billion
Q1 2024 Apr 16, 2024	BUY	$103.16 - $115.3 $7.05 Million - $7.88 Million	68,344 Added 58.75%	184,674 $21.3 Billion
Q4 2023 Mar 20, 2024	BUY	$90.04 - $105.69 $10.5 Million - $12.3 Million	116,330 New	116,330 $12.2 Billion

Others Institutions Holding ITOT

# of Institutions

1,533

Shares Held

304M

Call Options Held

53K

Put Options Held

29.4K

View Full List

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

Ticker ITOT
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Family Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History