Bromfield Sneider Wealth Advisors Ishares Core S&P Total U.S. St Transaction History

Bromfield Sneider Wealth Advisors

$160 Million
Q1 2024

A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 5,834 shares of ITOT stock, worth $705,563. This represents 0.42% of its overall portfolio holdings.

Number of Shares

5,834

Previous 4,137 41.02%

Holding current value

$705,563

Previous $435,000 54.48%

% of portfolio

0.42%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$103.16 - $115.3 $175,062 - $195,664	1,697 Added 41.02%	5,834 $672,000
Q4 2023 Jan 05, 2024	BUY	$90.04 - $105.69 $4,141 - $4,861	46 Added 1.12%	4,137 $435,000
Q2 2023 Jul 17, 2023	BUY	$89.03 - $97.84 $712 - $782	8 Added 0.2%	4,091 $400,000
Q1 2023 Apr 06, 2023	BUY	$84.12 - $93.15 $1,009 - $1,117	12 Added 0.29%	4,083 $369,000
Q4 2022 Jan 09, 2023	BUY	$82.76 - $90.48 $55,118 - $60,259	666 Added 19.56%	4,071 $0

Q3 2022 Oct 07, 2022	BUY	$82.01 - $95.9 $45,925 - $53,704	560 Added 19.68%	3,405 $271,000
Q2 2022 Jul 06, 2022	BUY	$80.96 - $102.19 $96,828 - $122,219	1,196 Added 72.53%	2,845 $238,000
Q1 2022 Apr 12, 2022	BUY	$93.09 - $107.63 $153,505 - $177,481	1,649 New	1,649 $166,000

Others Institutions Holding ITOT

# of Institutions

1,301

Shares Held

293M

Call Options Held

524K

Put Options Held

45.1K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

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Bromfield Sneider Wealth Advisors Ishares Core S&P Total U.S. St Transaction History