Capasso Planning Partners LLC Ishares Core S&P Total U.S. St Transaction History

Capasso Planning Partners LLC

  • $240 Million
  • Q1 2024

A detailed history of Capasso Planning Partners LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Capasso Planning Partners LLC holds 4,069 shares of ITOT stock, worth $529,010. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,069
Previous 3,980 2.24%
Holding current value
$529,010
Previous $418,000 12.2%
% of portfolio
0.2%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$103.16 - $115.3 $9,181 - $10,261
89 Added 2.24%
4,069 $469,000
Q4 2023

Jan 26, 2024
BUY
$90.04 - $105.69 $156,579 - $183,794
1,739 Added 77.6%
3,980 $418,000
Q3 2023

Oct 25, 2023
BUY
$93.72 - $101.39 $210,026 - $227,214
2,241 New
2,241 $211,000

Others Institutions Holding ITOT

# of Institutions
1,377
Shares Held
303M
Call Options Held
58.9K
Put Options Held
20K
View Full List

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

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