Ascent Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Ascent Wealth Partners, LLC

  • $712 Million
  • Q3 2024

A detailed history of Ascent Wealth Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 2,493 shares of ITOT stock, worth $327,829. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,493
Previous 1,807 37.96%
Holding current value
$327,829
Previous $214,000 46.26%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$113.41 - $125.62 $77,799 - $86,175
686 Added 37.96%
2,493 $313,000
Q2 2024

Jul 31, 2024
BUY
$108.78 - $119.23 $196,565 - $215,448
1,807 New
1,807 $214,000

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

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Ascent Wealth Partners, LLC Portfolio

Follow Ascent Wealth Partners, 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 Ascent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ascent Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email