A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 816 shares of ITOT stock, worth $119,397. This represents 0.03% of its overall portfolio holdings.

Number of Shares
816
Previous 815 0.12%
Holding current value
$119,397
Previous $99,000 11.11%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025

BUY
$108.12 - $135.04 $108 - $135
1 Added 0.12%
816 $110,000
Q1 2025

Apr 16, 2025

BUY
$120.29 - $134.6 $98,036 - $109,699
815 New
815 $99,000
Q2 2024

Jul 12, 2024

BUY
$108.78 - $119.23 $88,655 - $97,172
815 New
815 $96,000

Others Institutions Holding ITOT

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Opal Wealth Advisors, LLC Portfolio

Follow Opal Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Opal Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opal Wealth Advisors, LLC with notifications on news.