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

Level Financial Advisors, Inc.

$297 Million
Q2 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 3,311 shares of ITOT stock, worth $461,288. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,311

Previous 3,310 0.03%

Holding current value

$461,288

Previous $401,000 11.47%

% of portfolio

0.15%

Previous 0.15%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$108.12 - $135.04 $108 - $135	1 Added 0.03%	3,311 $447,000
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

1,614

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

More about ITOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Level Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Level Financial Advisors, Inc. with notifications on news.

Account

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