Long Run Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Long Run Wealth Advisors, LLC

$437 Million
Q1 2025

A detailed history of Long Run Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 2,654 shares of ITOT stock, worth $322,169. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,654

Previous 2,765 4.01%

Holding current value

$322,169

Previous $355,000 9.3%

% of portfolio

0.07%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$120.29 - $134.6 $13,352 - $14,940	-111 Reduced 4.01%	2,654 $322,000
Q4 2024 Jan 27, 2025	SELL	$124.26 - $134.12 $76,544 - $82,617	-616 Reduced 18.22%	2,765 $355,000
Q3 2024 Oct 30, 2024	BUY	$113.41 - $125.62 $183,837 - $203,630	1,621 Added 92.1%	3,381 $424,000
Q2 2024 Jul 19, 2024	SELL	$108.78 - $119.23 $28,174 - $30,880	-259 Reduced 12.83%	1,760 $209,000
Q4 2023 Jan 10, 2024	BUY	$90.04 - $105.69 $181,790 - $213,388	2,019 New	2,019 $212,000
Q2 2023 Jul 17, 2023	BUY	$89.03 - $97.84 $194,263 - $213,486	2,182 New	2,182 $213,000
Q1 2022 Apr 27, 2022	SELL	$93.09 - $107.63 $188,227 - $217,627	-2,022 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$98.24 - $107.61 $198,641 - $217,587	2,022 New	2,022 $216,000

Others Institutions Holding ITOT

# of Institutions

1,552

Shares Held

313M

Call Options Held

53K

Put Options Held

29.4K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

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Long Run Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History