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

Evergreen Wealth Solutions, LLC

  • $145 Million
  • Q1 2025

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 2,760 shares of ITOT stock, worth $382,922. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,760
Previous 2,760 -0.0%
Holding current value
$382,922
Previous $354,000 5.08%
% of portfolio
0.23%
Previous 0.25%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$124.26 - $134.12 $342,957 - $370,171
2,760 New
2,760 $354,000
Q3 2023

Nov 13, 2023
SELL
$93.72 - $101.39 $21,836 - $23,623
-233 Reduced 8.71%
2,442 $230,000
Q2 2023

Aug 11, 2023
SELL
$89.03 - $97.84 $44,693 - $49,115
-502 Reduced 15.8%
2,675 $261,000
Q1 2023

May 12, 2023
BUY
$84.12 - $93.15 $3,533 - $3,912
42 Added 1.34%
3,177 $288,000
Q4 2022

Feb 14, 2023
SELL
$79.44 - $90.48 $35,430 - $40,354
-446 Reduced 12.45%
3,135 $266,000
Q3 2022

Nov 14, 2022
SELL
$79.54 - $95.9 $44,940 - $54,183
-565 Reduced 13.63%
3,581 $285,000
Q2 2022

Aug 15, 2022
SELL
$80.96 - $102.19 $5,748 - $7,255
-71 Reduced 1.68%
4,146 $347,000
Q1 2022

Apr 22, 2022
SELL
$93.09 - $107.63 $149,967 - $173,391
-1,611 Reduced 27.64%
4,217 $426,000
Q4 2021

Jan 19, 2022
BUY
$98.24 - $107.61 $572,542 - $627,151
5,828 New
5,828 $623,000

Others Institutions Holding ITOT

# of Institutions
1,616
Shares Held
320M
Call Options Held
67.9K
Put Options Held
29K
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
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