A detailed history of 5 T Wealth, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, 5 T Wealth, LLC holds 5,629 shares of ITOT stock, worth $676,211. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,629
Previous 5,097 10.44%
Holding current value
$676,211
Previous $656 Million 4.76%
% of portfolio
0.37%
Previous 0.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025

BUY
$120.29 - $134.6 $63,994 - $71,607
532 Added 10.44%
5,629 $687 Million
Q4 2024

Jan 31, 2025

BUY
$124.26 - $134.12 $633,353 - $683,609
5,097 New
5,097 $656 Million

Others Institutions Holding ITOT

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track 5 T Wealth, LLC Portfolio

Follow 5 T Wealth, 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 5 T Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 5 T Wealth, LLC with notifications on news.