A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 4,200 shares of ITOT stock, worth $558,390. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,200
Previous 4,200 -0.0%
Holding current value
$558,390
Previous $499 Million 99.89%
% of portfolio
0.21%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Dec 12, 2024

BUY
$108.78 - $119.23 $456,876 - $500,766
4,200 New
4,200 $499 Million
Q1 2024

Jul 31, 2024

BUY
$103.16 - $115.3 $433,272 - $484,260
4,200 New
4,200 $484 Million

Others Institutions Holding ITOT

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Brass Tax Wealth Management, Inc Portfolio

Follow Brass Tax Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brass Tax Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Brass Tax Wealth Management, Inc with notifications on news.