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 $361,967. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,809
Previous 2,469 13.77%
Holding current value
$361,967
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
1,375
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
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