Mowery & Schoenfeld Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $58.2 Billion
  • Q3 2025

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 442 shares of ITOT stock, worth $64,686. This represents 0.11% of its overall portfolio holdings.

Number of Shares
442
Previous 482 8.3%
Holding current value
$64,686
Previous $65.1 Million 1.15%
% of portfolio
0.11%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$135.0 - $146.02 $5,400 - $5,840
-40 Reduced 8.3%
442 $64.4 Million
Q2 2025

Jul 28, 2025
SELL
$108.12 - $135.04 $44,761 - $55,906
-414 Reduced 46.21%
482 $65.1 Million
Q1 2025

May 05, 2025
BUY
$120.29 - $134.6 $107,779 - $120,601
896 New
896 $109 Million

Others Institutions Holding ITOT

# of Institutions
1,703
Shares Held
334M
Call Options Held
61.7K
Put Options Held
36K
View Full List

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

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
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More about ITOT
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