Independent Advisor Alliance Ishares Core S&P Total U.S. St Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	SELL	$103.16 - $115.3 $3.83 Million - $4.28 Million	-37,120 Reduced 94.62%	2,110 $243,000
Q4 2023 Feb 08, 2024	BUY	$90.04 - $105.69 $81,936 - $96,177	910 Added 2.37%	39,230 $4.13 Million
Q3 2023 Oct 24, 2023	SELL	$93.72 - $101.39 $18,275 - $19,771	-195 Reduced 0.51%	38,320 $3.61 Million
Q2 2023 Jul 28, 2023	SELL	$89.03 - $97.84 $1.29 Million - $1.42 Million	-14,533 Reduced 27.4%	38,515 $3.77 Million
Q1 2023 May 12, 2023	BUY	$84.12 - $93.15 $71,502 - $79,177	850 Added 1.63%	53,048 $4.8 Million
Q4 2022 Feb 13, 2023	SELL	$79.44 - $90.48 $1.01 Million - $1.15 Million	-12,716 Reduced 19.59%	52,198 $4.43 Million
Q3 2022 Nov 04, 2022	SELL	$79.54 - $95.9 $1,511 - $1,822	-19 Reduced 0.03%	64,914 $5.16 Million
Q2 2022 Aug 04, 2022	BUY	$80.96 - $102.19 $250,571 - $316,278	3,095 Added 5.01%	64,933 $5.44 Million
Q1 2022 May 06, 2022	BUY	$93.09 - $107.63 $4.23 Million - $4.89 Million	45,423 Added 276.72%	61,838 $6.24 Million
Q4 2021 Feb 11, 2022	BUY	$98.24 - $107.61 $1.61 Million - $1.77 Million	16,415 New	16,415 $1.76 Million
Q1 2020 May 14, 2020	SELL	$49.67 - $76.42 $1.25 Million - $1.92 Million	-25,141 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$65.12 - $72.96 $1.64 Million - $1.83 Million	25,141 New	25,141 $1.83 Million

Others Institutions Holding ITOT

# of Institutions

1,378

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

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

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