Magnolia Private Wealth, LLC Ishares Core S&P Total U.S. St Transaction History

Magnolia Private Wealth, LLC

$129 Billion
Q2 2025

A detailed history of Magnolia Private Wealth, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 16,987 shares of ITOT stock, worth $2.37 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares

16,987

Previous 17,020 0.19%

Holding current value

$2.37 Million

Previous $2.08 Billion 10.46%

% of portfolio

1.78%

Previous 1.71%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$108.12 - $135.04 $3,567 - $4,456	-33 Reduced 0.19%	16,987 $2.29 Billion
Q1 2025 Apr 15, 2025	SELL	$120.29 - $134.6 $52,807 - $59,089	-439 Reduced 2.51%	17,020 $2.08 Billion
Q4 2024 Feb 04, 2025	BUY	$124.26 - $134.12 $2.17 Million - $2.34 Million	17,459 New	17,459 $2.25 Billion

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 Magnolia Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Magnolia Private Wealth, LLC with notifications on news.

Account

Magnolia Private Wealth, LLC Ishares Core S&P Total U.S. St Transaction History