Moneywise, Inc. Ishares Core S&P Total U.S. St Transaction History

Moneywise, Inc.

$176 Million
Q1 2025

A detailed history of Moneywise, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Moneywise, Inc. holds 135,770 shares of ITOT stock, worth $16.4 Million. This represents 9.41% of its overall portfolio holdings.

Number of Shares

135,770

Previous 139,915 2.96%

Holding current value

$16.4 Million

Previous $18 Million 7.95%

% of portfolio

9.41%

Previous 9.65%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$120.29 - $134.6 $498,602 - $557,917	-4,145 Reduced 2.96%	135,770 $16.6 Million
Q4 2024 Jan 27, 2025	BUY	$124.26 - $134.12 $919,026 - $991,951	7,396 Added 5.58%	139,915 $18 Million
Q3 2024 Oct 21, 2024	BUY	$113.41 - $125.62 $1.32 Million - $1.46 Million	11,614 Added 9.61%	132,519 $16.6 Million
Q2 2024 Jul 17, 2024	BUY	$108.78 - $119.23 $3.35 Million - $3.68 Million	30,834 Added 34.23%	120,905 $14.4 Million
Q1 2024 Apr 22, 2024	BUY	$103.16 - $115.3 $9.29 Million - $10.4 Million	90,071 New	90,071 $10.4 Million

Others Institutions Holding ITOT

# of Institutions

1,578

Shares Held

314M

Call Options Held

53K

Put Options Held

29.4K

View Full List

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

Ticker ITOT
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