A detailed history of Optimum Investment Advisors transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Optimum Investment Advisors holds 3,282 shares of ITOT stock, worth $393,971. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,282
Previous 3,260 0.67%
Holding current value
$393,971
Previous $343,000 10.2%
% of portfolio
0.18%
Previous 0.17%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024

BUY
$103.16 - $115.3 $2,269 - $2,536
22 Added 0.67%
3,282 $378,000
Q4 2023

Jan 08, 2024

BUY
$90.04 - $105.69 $21,069 - $24,731
234 Added 7.73%
3,260 $343,000
Q3 2023

Oct 13, 2023

BUY
$93.72 - $101.39 $1,593 - $1,723
17 Added 0.56%
3,026 $285,000
Q2 2023

Aug 03, 2023

BUY
$89.03 - $97.84 $219,458 - $241,175
2,465 Added 453.13%
3,009 $294,000
Q1 2023

May 03, 2023

BUY
$84.12 - $93.15 $1,598 - $1,769
19 Added 3.62%
544 $49,000
Q4 2022

Jan 05, 2023

BUY
$82.76 - $90.48 $1,903 - $2,081
23 Added 4.58%
525 $0
Q3 2022

Oct 24, 2022

BUY
$82.01 - $95.9 $1,312 - $1,534
16 Added 3.29%
502 $40,000
Q2 2022

Jul 12, 2022

BUY
$80.96 - $102.19 $1,457 - $1,839
18 Added 3.85%
486 $41,000
Q1 2022

Apr 08, 2022

BUY
$93.09 - $107.63 $1,303 - $1,506
14 Added 3.08%
468 $47,000
Q4 2021

Mar 17, 2022

BUY
$98.24 - $107.61 $1,866 - $2,044
19 Added 4.37%
454 $49,000
Q3 2021

Oct 22, 2021

BUY
$97.33 - $103.96 $41,365 - $44,183
425 Added 4250.0%
435 $43,000
Q2 2021

Aug 02, 2021

BUY
$92.76 - $98.86 $185 - $197
2 Added 25.0%
10 $1,000
Q1 2021

Apr 15, 2021

BUY
$85.12 - $92.58 $255 - $277
3 Added 60.0%
8 $1,000
Q4 2020

Jan 21, 2021

BUY
$74.05 - $86.22 $296 - $344
4 Added 400.0%
5 $0
Q2 2020

Jul 16, 2020

BUY
$54.49 - $72.8 $54 - $72
1 New
1 $0

Others Institutions Holding ITOT

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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