Abundance Wealth Counselors Ishares Core S&P Total U.S. St Transaction History

Abundance Wealth Counselors

$483 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 17, 2024	BUY	$90.04 - $105.69 $693,578 - $814,130	7,703 New	7,703 $811,000
Q4 2022 Feb 02, 2023	BUY	$79.44 - $90.48 $742,764 - $845,988	9,350 New	9,350 $793,000
Q3 2021 Nov 04, 2021	SELL	$97.33 - $103.96 $441,878 - $471,978	-4,540 Closed	0 $0
Q2 2021 Jul 26, 2021	SELL	$92.76 - $98.86 $41.2 Million - $43.9 Million	-443,830 Reduced 98.99%	4,540 $448,000
Q2 2021 Jul 21, 2021	BUY	$92.76 - $98.86 $41.1 Million - $43.8 Million	443,185 Added 8547.44%	448,370 $5,000
Q1 2021 May 06, 2021	BUY	$85.12 - $92.58 $375,464 - $408,370	4,411 Added 569.9%	5,185 $475,000
Q1 2021 May 05, 2021	SELL	$85.12 - $92.58 $397,595 - $432,441	-4,671 Reduced 85.79%	774 $56,000
Q2 2020 Jul 21, 2020	SELL	$54.49 - $72.8 $490 - $655	-9 Reduced 0.17%	5,445 $378,000
Q1 2020 Apr 10, 2020	SELL	$49.67 - $76.42 $633,292 - $974,355	-12,750 Reduced 70.04%	5,454 $312,000
Q4 2019 Jan 30, 2020	BUY	$65.12 - $72.96 $735,009 - $823,499	11,287 Added 163.18%	18,204 $1.32 Million
Q3 2019 Oct 31, 2019	SELL	$64.37 - $68.57 $10,878 - $11,588	-169 Reduced 2.38%	6,917 $464,000
Q2 2019 Aug 14, 2019	SELL	$62.47 - $67.06 $133,310 - $143,106	-2,134 Reduced 23.15%	7,086 $472,000
Q1 2019 May 10, 2019	SELL	$55.45 - $64.92 $34,878 - $40,834	-629 Reduced 6.39%	9,220 $594,000
Q4 2018 Feb 14, 2019	BUY	$53.25 - $66.76 $524,459 - $657,519	9,849 New	9,849 $559,000

Others Institutions Holding ITOT

# of Institutions

1,378

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

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

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