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

4 J Wealth Management LLC

$114 Million
Q3 2024

A detailed history of 4 J Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, 4 J Wealth Management LLC holds 2,225 shares of ITOT stock, worth $289,272. This represents 0.25% of its overall portfolio holdings.

Number of Shares

2,225

Previous 2,225 -0.0%

Holding current value

$289,272

Previous $264,000 5.68%

% of portfolio

0.25%

Previous 0.25%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$103.16 - $115.3 $103 - $115	-1 Reduced 0.04%	2,225 $256,000
Q4 2023 Jan 22, 2024	SELL	$90.04 - $105.69 $9,904 - $11,625	-110 Reduced 4.71%	2,226 $234,000
Q3 2023 Oct 24, 2023	SELL	$93.72 - $101.39 $4,686 - $5,069	-50 Reduced 2.1%	2,336 $220,000
Q1 2023 Apr 21, 2023	SELL	$84.12 - $93.15 $23,805 - $26,361	-283 Reduced 10.6%	2,386 $216,000
Q4 2022 Jan 17, 2023	SELL	$79.44 - $90.48 $1,906 - $2,171	-24 Reduced 0.89%	2,669 $0
Q3 2022 Oct 27, 2022	BUY	$79.54 - $95.9 $214,201 - $258,258	2,693 New	2,693 $214,000
Q2 2022 Aug 01, 2022	SELL	$80.96 - $102.19 $80 - $102	-1 Reduced 0.04%	2,623 $220,000
Q4 2021 Jan 20, 2022	SELL	$98.24 - $107.61 $15,227 - $16,679	-155 Reduced 5.58%	2,624 $281,000
Q1 2021 Apr 13, 2021	SELL	$85.12 - $92.58 $26,046 - $28,329	-306 Reduced 9.92%	2,779 $255,000
Q4 2020 Jan 15, 2021	BUY	$74.05 - $86.22 $228,444 - $265,988	3,085 New	3,085 $265,000

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