Iag Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Iag Wealth Partners, LLC

$570 Million
Q1 2025

A detailed history of Iag Wealth Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 345 shares of ITOT stock, worth $44,401. This represents 0.01% of its overall portfolio holdings.

Number of Shares

345

Previous 363 4.96%

Holding current value

$44,401

Previous $46,000 8.7%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$120.29 - $134.6 $2,165 - $2,422	-18 Reduced 4.96%	345 $42,000
Q4 2024 Feb 10, 2025	SELL	$124.26 - $134.12 $14,414 - $15,557	-116 Reduced 24.22%	363 $46,000
Q3 2024 Oct 29, 2024	BUY	$113.41 - $125.62 $20,527 - $22,737	181 Added 60.74%	479 $60,000
Q3 2023 Oct 24, 2023	SELL	$93.72 - $101.39 $4,779 - $5,170	-51 Reduced 14.61%	298 $28,000
Q4 2022 Feb 08, 2023	SELL	$79.44 - $90.48 $1,429 - $1,628	-18 Reduced 4.9%	349 $29,000
Q1 2022 May 04, 2022	SELL	$93.09 - $107.63 $4,654 - $5,381	-50 Reduced 11.99%	367 $37,000
Q4 2021 Feb 14, 2022	BUY	$98.24 - $107.61 $4,912 - $5,380	50 Added 13.62%	417 $45,000
Q3 2021 Nov 04, 2021	SELL	$97.33 - $103.96 $11,192 - $11,955	-115 Reduced 23.86%	367 $37,000
Q2 2021 Aug 04, 2021	SELL	$92.76 - $98.86 $3,339 - $3,558	-36 Reduced 6.95%	482 $48,000
Q1 2021 Apr 29, 2021	SELL	$85.12 - $92.58 $12,427 - $13,516	-146 Reduced 21.99%	518 $48,000
Q4 2020 Feb 11, 2021	SELL	$74.05 - $86.22 $15,624 - $18,192	-211 Reduced 24.11%	664 $58,000
Q3 2020 Feb 11, 2021	SELL	$69.81 - $80.47 $18,988 - $21,887	-272 Reduced 23.71%	875 $67,000
Q1 2020 Feb 11, 2021	SELL	$49.67 - $76.42 $116,128 - $178,669	-2,338 Reduced 67.09%	1,147 $66,000
Q4 2019 Feb 11, 2021	BUY	$65.12 - $72.96 $226,943 - $254,265	3,485 New	3,485 $254,000

Others Institutions Holding ITOT

# of Institutions

1,575

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
Sector ETFs
Industry ETFs

More about ITOT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.

Account

Iag Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History