Clear Point Advisors Inc. Ishares Core S&P Total U.S. St Transaction History

Clear Point Advisors Inc.

$117 Billion
Q4 2024

A detailed history of Clear Point Advisors Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Clear Point Advisors Inc. holds 5,173 shares of ITOT stock, worth $638,141. This represents 0.57% of its overall portfolio holdings.

Number of Shares

5,173

Previous 5,706 9.34%

Holding current value

$638,141

Previous $717 Million 7.19%

% of portfolio

0.57%

Previous 0.55%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$124.26 - $134.12 $66,230 - $71,485	-533 Reduced 9.34%	5,173 $665 Million
Q3 2024 Nov 08, 2024	BUY	$113.41 - $125.62 $37,198 - $41,203	328 Added 6.1%	5,706 $717 Million
Q2 2024 Aug 14, 2024	SELL	$108.78 - $119.23 $45,470 - $49,838	-418 Reduced 7.21%	5,378 $639 Million
Q1 2024 May 15, 2024	BUY	$103.16 - $115.3 $2,475 - $2,767	24 Added 0.42%	5,796 $668 Million
Q4 2023 May 15, 2024	BUY	$90.04 - $105.69 $519,710 - $610,042	5,772 New	5,772 $610 Million

Others Institutions Holding ITOT

# of Institutions

1,541

Shares Held

303M

Call Options Held

53K

Put Options Held

29.4K

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

Ticker ITOT
Sector ETFs
Industry ETFs

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Clear Point Advisors Inc. Ishares Core S&P Total U.S. St Transaction History