A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 1,690 shares of ITOT stock, worth $222,235. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,690
Previous 1,687 0.18%
Holding current value
$222,235
Previous $200,000 6.0%
% of portfolio
0.08%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$113.41 - $125.62 $340 - $376
3 Added 0.18%
1,690 $212,000
Q2 2024

Jul 16, 2024

SELL
$108.78 - $119.23 $46,231 - $50,672
-425 Reduced 20.12%
1,687 $200,000
Q1 2024

May 08, 2024

BUY
$103.16 - $115.3 $64,990 - $72,639
630 Added 42.51%
2,112 $243,000
Q4 2023

Feb 01, 2024

BUY
$90.04 - $105.69 $270 - $317
3 Added 0.2%
1,482 $155,000
Q3 2023

Oct 13, 2023

BUY
$93.72 - $101.39 $1,593 - $1,723
17 Added 1.16%
1,479 $139,000
Q2 2023

Aug 01, 2023

BUY
$89.03 - $97.84 $2,670 - $2,935
30 Added 2.09%
1,462 $143,000
Q1 2023

May 02, 2023

BUY
$84.12 - $93.15 $60,566 - $67,068
720 Added 101.12%
1,432 $129,000
Q4 2022

Jan 26, 2023

BUY
$79.44 - $90.48 $9,850 - $11,219
124 Added 21.09%
712 $0
Q3 2022

Nov 14, 2022

BUY
$79.54 - $95.9 $2,147 - $2,589
27 Added 4.81%
588 $47,000
Q2 2022

Aug 04, 2022

BUY
$80.96 - $102.19 $5,181 - $6,540
64 Added 12.88%
561 $47,000
Q1 2022

Apr 28, 2022

BUY
$93.09 - $107.63 $30,533 - $35,302
328 Added 194.08%
497 $50,000
Q4 2021

Jan 24, 2022

BUY
$98.24 - $107.61 $16,602 - $18,186
169 New
169 $18,000

Others Institutions Holding ITOT

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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