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

Keener Financial Planning LLC

  • $154 Million
  • Q1 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 1,399 shares of ITOT stock, worth $180,051. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,399
Previous 5,836 76.03%
Holding current value
$180,051
Previous $750,000 77.33%
% of portfolio
0.11%
Previous 0.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,575
Shares Held
320M
Call Options Held
67.9K
Put Options Held
29K
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
Track This Portfolio

Track Keener Financial Planning LLC Portfolio

Follow Keener Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keener Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keener Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email