Liberty Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Liberty Wealth Management LLC holds 1,817 shares of ITOT stock, worth $238,681. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,817
Previous 1,812 0.28%
Holding current value
$238,681
Previous $227,000 2.64%
% of portfolio
0.04%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$124.26 - $134.12 $621 - $670
5 Added 0.28%
1,817 $233,000
Q3 2024

Nov 01, 2024
SELL
$113.41 - $125.62 $28,352 - $31,405
-250 Reduced 12.12%
1,812 $227,000
Q2 2024

Aug 06, 2024
BUY
$108.78 - $119.23 $224,304 - $245,852
2,062 New
2,062 $245,000
Q4 2021

Feb 15, 2022
SELL
$98.24 - $107.61 $56,291 - $61,660
-573 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$97.33 - $103.96 $291 - $311
3 Added 0.53%
573 $56,000
Q2 2021

Aug 13, 2021
SELL
$92.76 - $98.86 $5.17 Million - $5.51 Million
-55,784 Reduced 98.99%
570 $56,000
Q2 2021

Aug 13, 2021
BUY
$92.76 - $98.86 $5.17 Million - $5.51 Million
55,746 Added 9168.75%
56,354 $570,000
Q4 2020

Feb 09, 2021
BUY
$74.05 - $86.22 $148 - $172
2 Added 0.33%
608 $53,000
Q3 2020

Nov 05, 2020
SELL
$69.81 - $80.47 $65,132 - $75,078
-933 Reduced 60.62%
606 $46,000
Q2 2020

Aug 04, 2020
SELL
$54.49 - $72.8 $2.49 Million - $3.33 Million
-45,676 Reduced 96.74%
1,539 $107,000
Q1 2020

Apr 27, 2020
SELL
$49.67 - $76.42 $31,689 - $48,755
-638 Reduced 1.33%
47,215 $2.7 Million
Q4 2019

Feb 05, 2020
BUY
$65.12 - $72.96 $1.61 Million - $1.8 Million
24,700 Added 106.68%
47,853 $3.48 Million
Q3 2019

Oct 30, 2019
BUY
$64.37 - $68.57 $440,483 - $469,224
6,843 Added 41.96%
23,153 $1.55 Million
Q2 2019

Jul 30, 2019
BUY
$62.47 - $67.06 $398,183 - $427,440
6,374 Added 64.15%
16,310 $1.09 Million
Q1 2019

Apr 18, 2019
BUY
$55.45 - $64.92 $550,951 - $645,045
9,936 New
9,936 $639,000

Others Institutions Holding ITOT

# of Institutions
1,533
Shares Held
304M
Call Options Held
53K
Put Options Held
29.4K
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
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