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 $875,693. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,747
Previous 6,747 -0.0%
Holding current value
$875,693
Previous $801,000 5.74%
% of portfolio
0.11%
Previous 0.11%

Shares

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

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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