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

Bordeaux Wealth Advisors LLC

$619 Million
Q4 2024

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 20,637 shares of ITOT stock, worth $2.67 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

20,637

Previous 36,877 44.04%

Holding current value

$2.67 Million

Previous $4.74 Million 44.04%

% of portfolio

0.43%

Previous 0.82%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,538

Shares Held

303M

Call Options Held

53K

Put Options Held

29.4K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

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