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

Campbell Wealth Management

$1.12 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 11, 2022	BUY	$79.54 - $95.9 $56,155 - $67,705	706 Added 24.35%	3,605 $287,000
Q2 2022 Aug 02, 2022	SELL	$80.96 - $102.19 $57,157 - $72,146	-706 Reduced 19.58%	2,899 $243,000
Q4 2021 Jan 27, 2022	BUY	$98.24 - $107.61 $354,155 - $387,934	3,605 New	3,605 $386,000
Q3 2021 Oct 25, 2021	SELL	$97.33 - $103.96 $350,874 - $374,775	-3,605 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$92.76 - $98.86 $14,006 - $14,927	-151 Reduced 4.02%	3,605 $356,000
Q1 2021 Apr 30, 2021	BUY	$85.12 - $92.58 $319,710 - $347,730	3,756 New	3,756 $344,000
Q3 2020 Nov 02, 2020	SELL	$69.81 - $80.47 $59,547 - $68,640	-853 Closed	0 $0
Q2 2020 Jul 23, 2020	BUY	$54.49 - $72.8 $46,479 - $62,098	853 New	853 $59,000

Others Institutions Holding ITOT

# of Institutions

1,378

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

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

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