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

Iag Wealth Partners, LLC

$535 Million
Q3 2024

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 479 shares of ITOT stock, worth $63,481. This represents 0.01% of its overall portfolio holdings.

Number of Shares

479

Previous 298 60.74%

Holding current value

$63,481

Previous $35,000 71.43%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,379

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