Independent Solutions Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History

Independent Solutions Wealth Management, LLC

$457 Billion
Q4 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 53,045 shares of ITOT stock, worth $7.13 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

53,045

Previous 68,730 22.82%

Holding current value

$7.13 Million

Previous $8.63 Billion 20.98%

% of portfolio

1.49%

Previous 1.95%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$124.26 - $134.12 $1.95 Million - $2.1 Million	-15,685 Reduced 22.82%	53,045 $6.82 Billion
Q3 2024 Dec 19, 2024	SELL	$113.41 - $125.62 $1.17 Million - $1.29 Million	-10,286 Reduced 13.02%	68,730 $8.63 Billion
Q2 2024 Dec 19, 2024	BUY	$108.78 - $119.23 $23,496 - $25,753	216 Added 0.27%	79,016 $9.39 Billion
Q1 2024 Dec 19, 2024	SELL	$103.16 - $115.3 $283,690 - $317,075	-2,750 Reduced 3.37%	78,800 $9.09 Billion
Q4 2023 Dec 19, 2024	SELL	$90.04 - $105.69 $168,825 - $198,168	-1,875 Reduced 2.25%	81,550 $8.58 Billion
Q3 2023 Dec 19, 2024	SELL	$93.72 - $101.39 $328,582 - $355,473	-3,506 Reduced 4.03%	83,425 $7.86 Billion
Q2 2023 Dec 19, 2024	SELL	$89.03 - $97.84 $10,505 - $11,545	-118 Reduced 0.14%	86,931 $8.51 Billion
Q1 2023 Dec 19, 2024	SELL	$84.12 - $93.15 $334,965 - $370,923	-3,982 Reduced 4.37%	87,049 $7.88 Billion
Q4 2022 Dec 19, 2024	SELL	$79.44 - $90.48 $1.76 Million - $2.01 Million	-22,200 Reduced 19.61%	91,031 $7.72 Billion
Q3 2022 Dec 19, 2024	SELL	$79.54 - $95.9 $145,001 - $174,825	-1,823 Reduced 1.58%	113,231 $9.01 Billion
Q2 2022 Dec 19, 2024	SELL	$80.96 - $102.19 $9,553 - $12,058	-118 Reduced 0.1%	115,054 $9.64 Billion
Q1 2022 Dec 19, 2024	SELL	$93.09 - $107.63 $37,515 - $43,374	-403 Reduced 0.35%	115,172 $11.6 Billion
Q4 2021 Dec 19, 2024	SELL	$98.24 - $107.61 $489,922 - $536,651	-4,987 Reduced 4.14%	115,575 $12.4 Billion
Q3 2021 Dec 19, 2024	SELL	$97.33 - $103.96 $2.1 Million - $2.25 Million	-21,626 Reduced 15.21%	120,562 $11.9 Billion
Q2 2021 Dec 19, 2024	SELL	$92.76 - $98.86 $556,281 - $592,863	-5,997 Reduced 4.05%	142,188 $14 Billion
Q1 2021 Dec 19, 2024	SELL	$85.12 - $92.58 $223,184 - $242,744	-2,622 Reduced 1.74%	148,185 $13.6 Billion
Q4 2020 Dec 19, 2024	BUY	$74.05 - $86.22 $508,871 - $592,503	6,872 Added 4.77%	150,807 $13 Billion
Q3 2020 Dec 19, 2024	SELL	$69.81 - $80.47 $466,470 - $537,700	-6,682 Reduced 4.44%	143,935 $10.9 Billion
Q2 2020 Dec 19, 2024	SELL	$54.49 - $72.8 $396,959 - $530,348	-7,285 Reduced 4.61%	150,617 $10.5 Billion
Q1 2020 Dec 19, 2024	BUY	$49.67 - $76.42 $492,974 - $758,468	9,925 Added 6.71%	157,902 $9.03 Billion
Q4 2019 Dec 13, 2024	BUY	$65.12 - $72.96 $9.64 Million - $10.8 Million	147,977 New	147,977 $10.8 Billion

Others Institutions Holding ITOT

# of Institutions

1,528

Shares Held

304M

Call Options Held

53K

Put Options Held

29.4K

View Full List

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

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Independent Solutions Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History