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 132,519 shares of ITOT stock, worth $17.5 Million. This represents 8.63% of its overall portfolio holdings.

Number of Shares
132,519
Previous 120,905 9.61%
Holding current value
$17.5 Million
Previous $14.4 Million 15.92%
% of portfolio
8.63%
Previous 7.93%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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