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

Hcr Wealth Advisors

$759 Million
Q1 2025

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 $816,319. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,747

Previous 6,747 -0.0%

Holding current value

$816,319

Previous $867,000 5.07%

% 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

1,579

Shares Held

315M

Call Options Held

53K

Put Options Held

29.4K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

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