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

Avid Wealth Partners LLC

  • $141 Billion
  • Q4 2024

A detailed history of Avid Wealth Partners LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Avid Wealth Partners LLC holds 2,423 shares of ITOT stock, worth $321,023. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,423
Previous 2,436 0.53%
Holding current value
$321,023
Previous $306 Million 1.84%
% of portfolio
0.22%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$124.26 - $134.12 $1,615 - $1,743
-13 Reduced 0.53%
2,423 $312 Million
Q3 2024

Nov 01, 2024
BUY
$113.41 - $125.62 $22,001 - $24,370
194 Added 8.65%
2,436 $306 Million
Q2 2024

Jul 19, 2024
BUY
$108.78 - $119.23 $243,884 - $267,313
2,242 New
2,242 $266 Million

Others Institutions Holding ITOT

# of Institutions
1,437
Shares Held
326M
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
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