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

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025

A detailed history of Ibex Wealth Advisors transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Ibex Wealth Advisors holds 6,042 shares of ITOT stock, worth $873,612. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,042
Previous 11,031 45.23%
Holding current value
$873,612
Previous $1.34 Million 39.13%
% of portfolio
0.09%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$108.12 - $135.04 $539,410 - $673,714
-4,989 Reduced 45.23%
6,042 $815,000
Q1 2025

Apr 15, 2025
SELL
$120.29 - $134.6 $131,116 - $146,714
-1,090 Reduced 8.99%
11,031 $1.34 Million
Q4 2024

Jan 23, 2025
BUY
$124.26 - $134.12 $1.51 Million - $1.63 Million
12,121 New
12,121 $1.56 Million

Others Institutions Holding ITOT

# of Institutions
1,644
Shares Held
325M
Call Options Held
69.1K
Put Options Held
33.4K
View Full List

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

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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