A detailed history of Baker Tilly Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 1,894 shares of ITOT stock, worth $244,060. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,894
Previous 1,969 3.81%
Holding current value
$244,060
Previous $233,000 1.72%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 24, 2024

SELL
$113.41 - $125.62 $8,505 - $9,421
-75 Reduced 3.81%
1,894 $237,000
Q2 2024

Jul 18, 2024

SELL
$108.78 - $119.23 $543 - $596
-5 Reduced 0.25%
1,969 $233,000
Q1 2024

May 09, 2024

SELL
$103.16 - $115.3 $206,320 - $230,600
-2,000 Reduced 50.33%
1,974 $227,000
Q4 2023

Jan 10, 2024

BUY
$90.04 - $105.69 $6,212 - $7,292
69 Added 1.77%
3,974 $418,000
Q2 2023

Jul 20, 2023

SELL
$89.03 - $97.84 $21,367 - $23,481
-240 Reduced 5.79%
3,905 $382,000
Q1 2023

Apr 12, 2023

SELL
$84.12 - $93.15 $54,762 - $60,640
-651 Reduced 13.57%
4,145 $375,000
Q4 2022

Jan 26, 2023

BUY
$79.44 - $90.48 $74,753 - $85,141
941 Added 24.41%
4,796 $0
Q1 2022

Apr 27, 2022

BUY
$93.09 - $107.63 $14,428 - $16,682
155 Added 4.19%
3,855 $389,000
Q2 2021

Jul 30, 2021

BUY
$92.76 - $98.86 $47,307 - $50,418
510 Added 15.99%
3,700 $365,000
Q4 2020

Feb 03, 2021

BUY
$74.05 - $86.22 $236,219 - $275,041
3,190 New
3,190 $275,000

Others Institutions Holding ITOT

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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