Level Financial Advisors, Inc. Ishares Core S&P Total U.S. St Transaction History

Level Financial Advisors, Inc.

$271 Million
Q1 2025

A detailed history of Level Financial Advisors, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 3,310 shares of ITOT stock, worth $431,259. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,310

Previous 3,308 0.06%

Holding current value

$431,259

Previous $425,000 5.65%

% of portfolio

0.15%

Previous 0.17%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$120.29 - $134.6 $240 - $269	2 Added 0.06%	3,310 $401,000
Q4 2024 Jan 22, 2025	BUY	$124.26 - $134.12 $71,449 - $77,119	575 Added 21.04%	3,308 $425,000
Q4 2022 Jan 23, 2023	SELL	$79.44 - $90.48 $38,131 - $43,430	-480 Reduced 14.94%	2,733 $0
Q4 2021 Jan 20, 2022	BUY	$98.24 - $107.61 $315,645 - $345,750	3,213 New	3,213 $344,000

Others Institutions Holding ITOT

# of Institutions

1,576

Shares Held

320M

Call Options Held

67.9K

Put Options Held

29K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

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Level Financial Advisors, Inc. Ishares Core S&P Total U.S. St Transaction History