Live Oak Private Wealth LLC Ishares Core S&P Total U.S. St Transaction History

Live Oak Private Wealth LLC

  • $562 Million
  • Q1 2024

A detailed history of Live Oak Private Wealth LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 3,155 shares of ITOT stock, worth $385,257. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,155
Previous 2,707 16.55%
Holding current value
$385,257
Previous $284,000 27.82%
% of portfolio
0.06%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$103.16 - $115.3 $46,215 - $51,654
448 Added 16.55%
3,155 $363,000
Q2 2023

Aug 07, 2023
SELL
$89.03 - $97.84 $82,352 - $90,502
-925 Reduced 25.47%
2,707 $264,000
Q1 2023

May 08, 2023
BUY
$84.12 - $93.15 $77,811 - $86,163
925 Added 34.17%
3,632 $328,000
Q3 2022

Oct 25, 2022
BUY
$82.01 - $95.9 $222,001 - $259,601
2,707 New
2,707 $215,000

Others Institutions Holding ITOT

# of Institutions
1,306
Shares Held
293M
Call Options Held
524K
Put Options Held
45.1K
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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