New Edge Wealth, LLC Ishares Core S&P Total U.S. St Transaction History

New Edge Wealth, LLC

  • $5.41 Billion
  • Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, New Edge Wealth, LLC holds 16,029 shares of ITOT stock, worth $2.12 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,029
Previous 14,315 11.97%
Holding current value
$2.12 Million
Previous $1.7 Million 18.41%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$113.41 - $125.62 $194,384 - $215,312
1,714 Added 11.97%
16,029 $2.01 Million
Q1 2024

May 06, 2024
SELL
$103.16 - $115.3 $166,293 - $185,863
-1,612 Reduced 10.12%
14,315 $1.65 Million
Q4 2023

Jan 29, 2024
BUY
$90.04 - $105.69 $1.43 Million - $1.68 Million
15,927 New
15,927 $1.68 Million

Others Institutions Holding ITOT

# of Institutions
1,379
Shares Held
303M
Call Options Held
58.9K
Put Options Held
20K
View Full List

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

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