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

Able Wealth Management LLC

$198 Billion
Q2 2025

A detailed history of Able Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Able Wealth Management LLC holds 28,020 shares of ITOT stock, worth $4.1 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

28,020

Previous 21,845 28.27%

Holding current value

$4.1 Million

Previous $2.67 Billion 41.97%

% of portfolio

1.91%

Previous 1.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$108.12 - $135.04 $667,641 - $833,872	6,175 Added 28.27%	28,020 $3.78 Billion
Q1 2025 Apr 28, 2025	BUY	$120.29 - $134.6 $215,679 - $241,337	1,793 Added 8.94%	21,845 $2.67 Billion
Q4 2024 Feb 03, 2025	SELL	$124.26 - $134.12 $99,159 - $107,027	-798 Reduced 3.83%	20,052 $2.58 Billion
Q3 2024 Nov 01, 2024	SELL	$113.41 - $125.62 $4,309 - $4,773	-38 Reduced 0.18%	20,850 $2.62 Billion
Q2 2024 Nov 01, 2024	SELL	$108.78 - $119.23 $426,743 - $467,739	-3,923 Reduced 15.81%	20,888 $2.48 Billion
Q1 2024 Nov 01, 2024	BUY	$103.16 - $115.3 $303,909 - $339,673	2,946 Added 13.47%	24,811 $2.86 Billion
Q4 2023 Feb 20, 2024	BUY	$90.04 - $105.69 $1.97 Million - $2.31 Million	21,865 New	21,865 $2.3 Billion

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

Ticker ITOT
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Able Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History