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

Level Wealth Management LLC

  • $172 Billion
  • Q2 2025

A detailed history of Level Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Level Wealth Management LLC holds 96,269 shares of ITOT stock, worth $14 Million. This represents 7.56% of its overall portfolio holdings.

Number of Shares
96,269
Previous 5,127 1777.69%
Holding current value
$14 Million
Previous $626 Million 1978.35%
% of portfolio
7.56%
Previous 0.41%

Shares

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

Jul 29, 2025
BUY
$108.12 - $135.04 $9.85 Million - $12.3 Million
91,142 Added 1777.69%
96,269 $13 Billion
Q1 2025

Apr 28, 2025
SELL
$120.29 - $134.6 $16,239 - $18,171
-135 Reduced 2.57%
5,127 $626 Million
Q4 2024

Jan 24, 2025
BUY
$124.26 - $134.12 $653,856 - $705,739
5,262 New
5,262 $677 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
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