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

Cadence Wealth Management LLC

$135 Million
Q1 2025

A detailed history of Cadence Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Cadence Wealth Management LLC holds 3,879 shares of ITOT stock, worth $571,260. This represents 0.35% of its overall portfolio holdings.

Number of Shares

3,879

Previous 3,583 8.26%

Holding current value

$571,260

Previous $460,000 2.83%

% of portfolio

0.35%

Previous 0.3%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$120.29 - $134.6 $35,605 - $39,841	296 Added 8.26%	3,879 $473,000
Q4 2024 Feb 10, 2025	BUY	$124.26 - $134.12 $96,177 - $103,808	774 Added 27.55%	3,583 $460,000
Q3 2024 Nov 06, 2024	BUY	$113.41 - $125.62 $38,559 - $42,710	340 Added 13.77%	2,809 $352,000
Q2 2024 Jul 31, 2024	BUY	$108.78 - $119.23 $61,895 - $67,841	569 Added 29.95%	2,469 $293,000
Q1 2024 May 10, 2024	BUY	$103.16 - $115.3 $196,004 - $219,070	1,900 New	1,900 $219,000

Others Institutions Holding ITOT

# of Institutions

1,636

Shares Held

325M

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

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