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

Cadence Wealth Management LLC

  • $123 Million
  • Q3 2024

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 2,809 shares of ITOT stock, worth $372,276. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,809
Previous 2,469 13.77%
Holding current value
$372,276
Previous $293,000 20.14%
% of portfolio
0.29%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,379
Shares Held
303M
Call Options Held
58.9K
Put Options Held
20K
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
Track This Portfolio

Track Cadence Wealth Management LLC Portfolio

Follow Cadence Wealth Management LLC 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 Cadence Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cadence Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email