Omnia Family Wealth, LLC Ishares Core S&P Total U.S. St Transaction History

Omnia Family Wealth, LLC

$232 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 05, 2020	SELL	$49.67 - $76.42 $559,284 - $860,489	-11,260 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$65.12 - $72.96 $733,251 - $821,529	11,260 New	11,260 $818,000
Q3 2019 Nov 12, 2019	SELL	$64.37 - $68.57 $721,330 - $768,395	-11,206 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	$62.47 - $67.06 $3,748 - $4,023	60 Added 0.54%	11,206 $747,000
Q1 2019 May 15, 2019	BUY	$55.45 - $64.92 $2,994 - $3,505	54 Added 0.49%	11,146 $718,000
Q4 2018 Feb 26, 2019	BUY	$53.25 - $66.76 $527,814 - $661,725	9,912 Added 840.0%	11,092 $630,000
Q3 2018 Nov 14, 2018	BUY	$62.51 - $67.36 $312 - $336	5 Added 0.43%	1,180 $79,000
Q4 2017 Feb 02, 2018	BUY	$57.99 - $61.7 $68,138 - $72,497	1,175	1,175 $72,000

Others Institutions Holding ITOT

# of Institutions

1,377

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

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

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