Delap Wealth Advisory, LLC Ishares Core S&P Total U.S. St Transaction History

Delap Wealth Advisory, LLC

$238 Billion
Q3 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 202,695 shares of ITOT stock, worth $29.7 Million. This represents 12.47% of its overall portfolio holdings.

Number of Shares

202,695

Previous 192,900 5.08%

Holding current value

$29.7 Million

Previous $26 Billion 13.74%

% of portfolio

12.47%

Previous 12.51%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$135.0 - $146.02 $1.32 Million - $1.43 Million	9,795 Added 5.08%	202,695 $29.6 Billion
Q2 2025 Jul 28, 2025	BUY	$108.12 - $135.04 $2.58 Million - $3.22 Million	23,862 Added 14.12%	192,900 $26 Billion
Q1 2025 May 08, 2025	SELL	$120.29 - $134.6 $1.19 Million - $1.33 Million	-9,861 Reduced 5.51%	169,038 $20.6 Billion
Q4 2024 Feb 04, 2025	SELL	$124.26 - $134.12 $20,378 - $21,995	-164 Reduced 0.09%	178,899 $23 Billion
Q3 2024 Nov 12, 2024	BUY	$113.41 - $125.62 $2.81 Million - $3.11 Million	24,779 Added 16.06%	179,063 $22.5 Billion

Q2 2024 Aug 13, 2024	BUY	$108.78 - $119.23 $168,826 - $185,044	1,552 Added 1.02%	154,284 $18.3 Billion
Q1 2024 May 14, 2024	SELL	$103.16 - $115.3 $8.76 Million - $9.79 Million	-84,917 Reduced 35.73%	152,732 $17.6 Billion
Q4 2023 Feb 14, 2024	BUY	$90.04 - $105.69 $10.8 Million - $12.7 Million	120,416 Added 102.72%	237,649 $25 Billion
Q3 2023 Nov 13, 2023	SELL	$93.72 - $101.39 $128,115 - $138,600	-1,367 Reduced 1.15%	117,233 $11 Billion
Q2 2023 Aug 08, 2023	BUY	$89.03 - $97.84 $3.27 Million - $3.59 Million	36,695 Added 44.8%	118,600 $11.6 Billion
Q1 2023 May 15, 2023	BUY	$84.12 - $93.15 $485,708 - $537,848	5,774 Added 7.58%	81,905 $7.42 Billion
Q4 2022 Feb 13, 2023	BUY	$79.44 - $90.48 $6.05 Million - $6.89 Million	76,131 New	76,131 $6.46 Billion

Others Institutions Holding ITOT

# of Institutions

1,705

Shares Held

334M

Call Options Held

61.7K

Put Options Held

36K

View Full List

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

Ticker ITOT
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Delap Wealth Advisory, LLC Ishares Core S&P Total U.S. St Transaction History