Institutional & Family Asset Management, LLC Ishares Core S&P Total U.S. St Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 101 shares of ITOT stock, worth $13,412. This represents 0.0% of its overall portfolio holdings.

Number of Shares

101

Previous 101 -0.0%

Holding current value

$13,412

Previous $11,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$103.16 - $115.3 $2,991 - $3,343	29 Added 40.28%	101 $11,000
Q3 2022 Nov 07, 2022	SELL	$79.54 - $95.9 $19,487 - $23,495	-245 Reduced 77.29%	72 $6,000
Q1 2021 May 06, 2021	BUY	$85.12 - $92.58 $1,361 - $1,481	16 Added 5.32%	317 $29,000
Q3 2020 Oct 30, 2020	BUY	$69.81 - $80.47 $17,103 - $19,715	245 Added 437.5%	301 $23,000
Q1 2020 May 14, 2020	BUY	$49.67 - $76.42 $2,781 - $4,279	56 New	56 $3,000
Q1 2019 May 13, 2019	SELL	$55.45 - $64.92 $221 - $259	-4 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$53.25 - $66.76 $213 - $267	4 New	4 $0

Others Institutions Holding ITOT

# of Institutions

1,378

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

View Full List

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

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Institutional & Family Asset Management, LLC Ishares Core S&P Total U.S. St Transaction History