North Ridge Wealth Advisors, Inc. Ishares Core S&P Total U.S. St Transaction History

North Ridge Wealth Advisors, Inc.

$147 Billion
Q3 2024

A detailed history of North Ridge Wealth Advisors, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 5,953 shares of ITOT stock, worth $734,362. This represents 0.51% of its overall portfolio holdings.

Number of Shares

5,953

Previous 6,159 3.34%

Holding current value

$734,362

Previous $732 Million 2.23%

% of portfolio

0.51%

Previous 0.56%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$113.41 - $125.62 $23,362 - $25,877	-206 Reduced 3.34%	5,953 $748 Million
Q2 2024 Jul 30, 2024	SELL	$108.78 - $119.23 $14,250 - $15,619	-131 Reduced 2.08%	6,159 $732 Million
Q1 2024 Apr 24, 2024	SELL	$103.16 - $115.3 $20,219 - $22,598	-196 Reduced 3.02%	6,290 $725 Million
Q4 2023 Jan 18, 2024	SELL	$90.04 - $105.69 $33,224 - $38,999	-369 Reduced 5.38%	6,486 $683 Million
Q3 2023 Oct 19, 2023	SELL	$93.72 - $101.39 $16,869 - $18,250	-180 Reduced 2.56%	6,855 $646 Million
Q2 2023 Jul 26, 2023	SELL	$89.03 - $97.84 $80,216 - $88,153	-901 Reduced 11.35%	7,035 $688 Million
Q1 2023 Apr 28, 2023	BUY	$84.12 - $93.15 $667,576 - $739,238	7,936 New	7,936 $719 Million

Others Institutions Holding ITOT

# of Institutions

1,541

Shares Held

303M

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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Industry ETFs

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North Ridge Wealth Advisors, Inc. Ishares Core S&P Total U.S. St Transaction History