Keener Financial Planning LLC Ishares Core S&P Total U.S. St Transaction History

Keener Financial Planning LLC

$216 Million
Q3 2025

A detailed history of Keener Financial Planning LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Keener Financial Planning LLC holds 5,836 shares of ITOT stock, worth $854,098. This represents 0.39% of its overall portfolio holdings.

Number of Shares

5,836

Previous 5,836 -0.0%

Holding current value

$854,098

Previous $788,000 7.87%

% of portfolio

0.39%

Previous 0.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$108.12 - $135.04 $479,728 - $599,172	4,437 Added 317.16%	5,836 $788,000
Q1 2025 May 09, 2025	SELL	$120.29 - $134.6 $533,726 - $597,220	-4,437 Reduced 76.03%	1,399 $170,000
Q4 2024 Jan 29, 2025	SELL	$124.26 - $134.12 $36,532 - $39,431	-294 Reduced 4.8%	5,836 $750,000
Q3 2024 Oct 18, 2024	SELL	$113.41 - $125.62 $83,696 - $92,707	-738 Reduced 10.75%	6,130 $770,000
Q2 2024 Jul 26, 2024	SELL	$108.78 - $119.23 $45,796 - $50,195	-421 Reduced 5.78%	6,868 $815,000

Q4 2023 Jan 26, 2024	BUY	$90.04 - $105.69 $656,301 - $770,374	7,289 New	7,289 $767,000

Others Institutions Holding ITOT

# of Institutions

1,704

Shares Held

334M

Call Options Held

61.7K

Put Options Held

36K

View Full List

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

Ticker ITOT
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Keener Financial Planning LLC Ishares Core S&P Total U.S. St Transaction History