Hcr Wealth Advisors Ishares Core S&P Total U.S. St Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

A detailed history of Hcr Wealth Advisors transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Hcr Wealth Advisors holds 6,747 shares of ITOT stock, worth $869,418. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,747

Previous 6,747 -0.0%

Holding current value

$869,418

Previous $801,000 5.74%

% of portfolio

0.11%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$90.04 - $105.69 $29,263 - $34,349	325 Added 5.06%	6,747 $709,000
Q3 2023 Oct 20, 2023	SELL	$93.72 - $101.39 $41,236 - $44,611	-440 Reduced 6.41%	6,422 $604,000
Q1 2021 May 13, 2021	SELL	$85.12 - $92.58 $92,780 - $100,912	-1,090 Reduced 13.71%	6,862 $629,000
Q4 2019 Feb 07, 2020	BUY	$65.12 - $72.96 $39,853 - $44,651	612 Added 8.34%	7,952 $578,000
Q3 2019 Nov 07, 2019	SELL	$64.37 - $68.57 $39,394 - $41,964	-612 Reduced 7.7%	7,340 $493,000
Q1 2019 May 10, 2019	BUY	$55.45 - $64.92 $84,838 - $99,327	1,530 Added 23.82%	7,952 $512,000
Q4 2018 Jan 31, 2019	BUY	$53.25 - $66.76 $341,971 - $428,732	6,422 New	6,422 $365,000
Q3 2018 Nov 09, 2018	SELL	$62.51 - $67.36 $469,575 - $506,008	-7,512 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$57.1 - $57.63 $428,935 - $432,916	7,512	7,512 $433,000

Others Institutions Holding ITOT

# of Institutions

1,379

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Account

Hcr Wealth Advisors Ishares Core S&P Total U.S. St Transaction History