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

Bordeaux Wealth Advisors LLC

$777 Million
Q2 2025

A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 15,434 shares of ITOT stock, worth $2.2 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

15,434

Previous 15,434 -0.0%

Holding current value

$2.2 Million

Previous $1.88 Million 10.67%

% of portfolio

0.27%

Previous 0.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$120.29 - $134.6 $625,868 - $700,323	-5,203 Reduced 25.21%	15,434 $1.88 Million
Q4 2024 Jan 30, 2025	SELL	$124.26 - $134.12 $2.02 Million - $2.18 Million	-16,240 Reduced 44.04%	20,637 $2.65 Million
Q3 2024 Nov 04, 2024	BUY	$113.41 - $125.62 $590,072 - $653,600	5,203 Added 16.43%	36,877 $4.63 Million
Q4 2022 Feb 13, 2023	SELL	$79.44 - $90.48 $7,626 - $8,686	-96 Reduced 0.3%	31,674 $2.69 Million
Q2 2022 Jul 28, 2022	BUY	$80.96 - $102.19 $7,772 - $9,810	96 Added 0.3%	31,770 $2.66 Million
Q4 2020 Feb 04, 2021	BUY	$74.05 - $86.22 $2.35 Million - $2.73 Million	31,674 New	31,674 $2.73 Million

Others Institutions Holding ITOT

# of Institutions

1,638

Shares Held

324M

Call Options Held

69.1K

Put Options Held

33.4K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bordeaux Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.

Account

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