A detailed history of Connectus Wealth, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Connectus Wealth, LLC holds 3,545 shares of ITOT stock, worth $466,167. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,545
Previous 35,339 89.97%
Holding current value
$466,167
Previous $3.72 Million 89.03%
% of portfolio
0.01%
Previous 0.07%

Shares

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

May 14, 2024

SELL
$103.16 - $115.3 $3.28 Million - $3.67 Million
-31,794 Reduced 89.97%
3,545 $408,000
Q4 2023

Feb 14, 2024

SELL
$90.04 - $105.69 $179,989 - $211,274
-1,999 Reduced 5.35%
35,339 $3.72 Million
Q3 2023

Nov 13, 2023

BUY
$93.72 - $101.39 $235,612 - $254,894
2,514 Added 7.22%
37,338 $3.52 Million
Q2 2023

Aug 14, 2023

BUY
$89.03 - $97.84 $890 - $978
10 Added 0.03%
34,824 $3.41 Million
Q1 2023

May 11, 2023

BUY
$84.12 - $93.15 $1.8 Million - $1.99 Million
21,365 Added 158.86%
34,814 $3.15 Million
Q4 2022

Feb 07, 2023

BUY
$79.44 - $90.48 $287,652 - $327,628
3,621 Added 36.84%
13,449 $1.14 Million
Q3 2022

Nov 10, 2022

BUY
$79.54 - $95.9 $29,827 - $35,962
375 Added 3.97%
9,828 $782,000
Q2 2022

Aug 08, 2022

SELL
$80.96 - $102.19 $23,073 - $29,124
-285 Reduced 2.93%
9,453 $792,000
Q1 2022

May 06, 2022

BUY
$93.09 - $107.63 $906,510 - $1.05 Million
9,738 New
9,738 $1.04 Million

Others Institutions Holding ITOT

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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