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

Genesis Wealth Advisors, LLC

  • $123 Billion
  • Q1 2025

A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 5,104 shares of ITOT stock, worth $617,532. This represents 0.5% of its overall portfolio holdings.

Number of Shares
5,104
Previous 6,595 22.61%
Holding current value
$617,532
Previous $848 Million 26.59%
% of portfolio
0.5%
Previous 0.74%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$120.29 - $134.6 $179,352 - $200,688
-1,491 Reduced 22.61%
5,104 $623 Million
Q4 2024

Feb 04, 2025
BUY
$124.26 - $134.12 $819,494 - $884,521
6,595 New
6,595 $848 Million

Others Institutions Holding ITOT

# of Institutions
1,581
Shares Held
315M
Call Options Held
53K
Put Options Held
29.4K
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 Genesis Wealth Advisors, LLC Portfolio

Follow Genesis Wealth Advisors, 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 Genesis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Genesis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email