Michael A. Dubis Financial Planning, LLC Ishares Core S&P Total U.S. St Transaction History

Michael A. Dubis Financial Planning, LLC

$101 Million
Q1 2025

A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 13,942 shares of ITOT stock, worth $1.99 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

13,942

Previous 13,939 0.02%

Holding current value

$1.99 Million

Previous $1.79 Million 5.63%

% of portfolio

1.67%

Previous 1.73%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 14, 2025	BUY	$120.29 - $134.6 $360 - $403	3 Added 0.02%	13,942 $1.69 Million
Q4 2024 Feb 12, 2025	BUY	$124.26 - $134.12 $1.73 Million - $1.87 Million	13,939 New	13,939 $1.79 Million

Others Institutions Holding ITOT

# of Institutions

1,638

Shares Held

324M

Call Options Held

69.1K

Put Options Held

33.4K

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

Ticker ITOT
Sector ETFs
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Michael A. Dubis Financial Planning, LLC Ishares Core S&P Total U.S. St Transaction History