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 $359,600. This represents 0.23% of its overall portfolio holdings.

Number of Shares

2,760

Previous 2,760 -0.0%

Holding current value

$359,600

Previous $354,000 5.08%

% of portfolio

0.23%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,576

Shares Held

320M

Call Options Held

67.9K

Put Options Held

29K

View Full List

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

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