Bcs Wealth Management Ishares Core S&P Total U.S. St Transaction History

Bcs Wealth Management

$235 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 10, 2024	BUY	$103.16 - $115.3 $127,815 - $142,856	1,239 Added 21.94%	6,885 $794,000
Q4 2023 Jan 11, 2024	BUY	$90.04 - $105.69 $90,760 - $106,535	1,008 Added 21.73%	5,646 $594,000
Q3 2023 Oct 12, 2023	BUY	$93.72 - $101.39 $434,673 - $470,246	4,638 New	4,638 $437,000
Q1 2023 Apr 10, 2023	BUY	$84.12 - $93.15 $80,923 - $89,610	962 Added 29.11%	4,267 $386,000
Q4 2022 Jan 10, 2023	BUY	$79.44 - $90.48 $27,804 - $31,668	350 Added 11.84%	3,305 $280,000
Q3 2022 Oct 07, 2022	BUY	$79.54 - $95.9 $4,295 - $5,178	54 Added 1.86%	2,955 $235,000
Q2 2022 Jul 29, 2022	BUY	$80.96 - $102.19 $46,632 - $58,861	576 Added 24.77%	2,901 $243,000
Q4 2020 Jan 21, 2021	BUY	$74.05 - $86.22 $172,166 - $200,461	2,325 New	2,325 $200,000

Others Institutions Holding ITOT

# of Institutions

1,377

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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