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

Independent Solutions Wealth Management, LLC

  • $447 Billion
  • Q1 2025

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 52,971 shares of ITOT stock, worth $6.41 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
52,971
Previous 53,045 0.14%
Holding current value
$6.41 Million
Previous $6.82 Billion 5.27%
% of portfolio
1.45%
Previous 1.49%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$120.29 - $134.6 $8,901 - $9,960
-74 Reduced 0.14%
52,971 $6.46 Billion
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
1,581
Shares Held
315M
Call Options Held
53K
Put Options Held
29.4K
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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