Artemis Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Artemis Wealth Advisors, LLC

$1.07 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 17, 2023	SELL	$98.24 - $107.61 $29,570 - $32,390	-301 Closed	0 $0
Q3 2021 Sep 11, 2023	SELL	$97.33 - $103.96 $8,857 - $9,460	-91 Reduced 23.21%	301 $29,000
Q3 2021 Feb 17, 2023	SELL	$97.33 - $103.96 $8,857 - $9,460	-91 Reduced 23.21%	301 $30,000
Q2 2021 Sep 11, 2023	BUY	$92.76 - $98.86 $8,533 - $9,095	92 Added 30.67%	392 $38,000
Q2 2021 Feb 17, 2023	BUY	$92.76 - $98.86 $8,533 - $9,095	92 Added 30.67%	392 $43,000
Q1 2021 Sep 11, 2023	BUY	$85.12 - $92.58 $25,536 - $27,774	300 New	300 $27,000
Q4 2020 Sep 05, 2023	BUY	$74.05 - $86.22 $148 - $172	2 Added 0.67%	300 $25,000
Q4 2020 Feb 17, 2023	BUY	$74.05 - $86.22 $148 - $172	2 Added 0.67%	300 $26,000
Q3 2020 Sep 05, 2023	BUY	$69.81 - $80.47 $20,803 - $23,980	298 New	298 $22,000
Q3 2020 Feb 17, 2023	BUY	$69.81 - $80.47 $20,803 - $23,980	298 New	298 $23,000

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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