A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 49,926 shares of ITOT stock, worth $6.25 Million. This represents 4.76% of its overall portfolio holdings.

Number of Shares
49,926
Previous 48,758 2.4%
Holding current value
$6.25 Million
Previous $5.62 Million 5.5%
% of portfolio
4.76%
Previous 4.66%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

BUY
$108.78 - $119.23 $127,055 - $139,260
1,168 Added 2.4%
49,926 $5.93 Million
Q1 2024

May 08, 2024

BUY
$103.16 - $115.3 $1.67 Million - $1.87 Million
16,221 Added 49.85%
48,758 $5.62 Million
Q4 2023

Feb 07, 2024

BUY
$90.04 - $105.69 $51,142 - $60,031
568 Added 1.78%
32,537 $3.42 Million
Q3 2023

Oct 30, 2023

BUY
$93.72 - $101.39 $192,219 - $207,950
2,051 Added 6.86%
31,969 $3.01 Million
Q2 2023

Aug 10, 2023

BUY
$89.03 - $97.84 $9,526 - $10,468
107 Added 0.36%
29,918 $2.93 Million
Q1 2023

May 10, 2023

SELL
$84.12 - $93.15 $677,923 - $750,695
-8,059 Reduced 21.28%
29,811 $2.7 Million
Q4 2022

Feb 13, 2023

BUY
$79.44 - $90.48 $201,221 - $229,185
2,533 Added 7.17%
37,870 $3.21 Million
Q3 2022

Nov 10, 2022

BUY
$79.54 - $95.9 $166,397 - $200,622
2,092 Added 6.29%
35,337 $2.81 Million
Q2 2022

Aug 15, 2022

BUY
$80.96 - $102.19 $101,199 - $127,737
1,250 Added 3.91%
33,245 $2.79 Million
Q1 2022

May 04, 2022

SELL
$93.09 - $107.63 $257,952 - $298,242
-2,771 Reduced 7.97%
31,995 $3.23 Million
Q4 2021

Feb 11, 2022

BUY
$98.24 - $107.61 $3.42 Million - $3.74 Million
34,766 New
34,766 $3.72 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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