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

Emerson Wealth, LLC

  • $153 Million
  • Q2 2022

A detailed history of Emerson Wealth, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Emerson Wealth, LLC holds 14,202 shares of ITOT stock, worth $2.05 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
14,202
Previous 14,202 -0.0%
Holding current value
$2.05 Million
Previous $1.43 Million 17.02%
% of portfolio
0.78%
Previous 0.79%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 25, 2022
SELL
$93.09 - $107.63 $23,365 - $27,015
-251 Reduced 1.74%
14,202 $1.43 Million
Q4 2021

Feb 09, 2022
SELL
$98.24 - $107.61 $40,966 - $44,873
-417 Reduced 2.8%
14,453 $1.55 Million
Q2 2021

Aug 04, 2021
SELL
$92.76 - $98.86 $9,461 - $10,083
-102 Reduced 0.68%
14,870 $1.47 Million
Q1 2021

Apr 22, 2021
SELL
$85.12 - $92.58 $76,948 - $83,692
-904 Reduced 5.69%
14,972 $1.37 Million
Q3 2020

Oct 21, 2020
SELL
$69.81 - $80.47 $35,603 - $41,039
-510 Reduced 3.11%
15,876 $1.2 Million
Q2 2020

Jul 14, 2020
SELL
$54.49 - $72.8 $2,125 - $2,839
-39 Reduced 0.24%
16,386 $1.14 Million
Q1 2020

Apr 20, 2020
SELL
$49.67 - $76.42 $162,371 - $249,816
-3,269 Reduced 16.6%
16,425 $940,000
Q4 2019

Jan 21, 2020
SELL
$65.12 - $72.96 $213,528 - $239,235
-3,279 Reduced 14.27%
19,694 $1.43 Million
Q3 2019

Oct 15, 2019
SELL
$64.37 - $68.57 $40,488 - $43,130
-629 Reduced 2.67%
22,973 $1.54 Million
Q2 2019

Sep 27, 2019
BUY
$62.47 - $67.06 $2,936 - $3,151
47 Added 0.2%
23,602 $1.57 Million
Q1 2019

May 16, 2019
BUY
$55.45 - $64.92 $68,868 - $80,630
1,242 Added 5.57%
23,555 $1.52 Million
Q4 2018

Feb 05, 2019
BUY
$53.25 - $66.76 $1.19 Million - $1.49 Million
22,313 New
22,313 $1.27 Million

Others Institutions Holding ITOT

# of Institutions
1,644
Shares Held
325M
Call Options Held
69.1K
Put Options Held
33.4K
View Full List

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

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Emerson Wealth, LLC Portfolio

Follow Emerson Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Emerson Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Emerson Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email