Defined Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History

Defined Wealth Management, LLC

  • $148 Million
  • Q3 2024

A detailed history of Defined Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Defined Wealth Management, LLC holds 1,817 shares of ITOT stock, worth $233,266. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,817
Previous 1,817 -0.0%
Holding current value
$233,266
Previous $215,000 6.05%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Apr 15, 2024
BUY
$103.16 - $115.3 $187,441 - $209,500
1,817 New
1,817 $209,000
Q1 2021

May 18, 2021
SELL
$85.12 - $92.58 $2,298 - $2,499
-27 Closed
0 $0
Q4 2020

Mar 09, 2021
BUY
$74.05 - $86.22 $1,999 - $2,327
27 New
27 $2,000

Others Institutions Holding ITOT

# of Institutions
1,379
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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