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 $536,116. This represents 0.35% of its overall portfolio holdings.

Number of Shares
3,879
Previous 3,583 8.26%
Holding current value
$536,116
Previous $460,000 2.83%
% of portfolio
0.35%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,616
Shares Held
321M
Call Options Held
67.9K
Put Options Held
29K
View Full List

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

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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