Peak Financial Management, Inc. Ishares Core S&P Total U.S. St Transaction History

Peak Financial Management, Inc.

$359 Million
Q3 2025

A detailed history of Peak Financial Management, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Peak Financial Management, Inc. holds 17,171 shares of ITOT stock, worth $2.51 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

17,171

Previous 17,089 0.48%

Holding current value

$2.51 Million

Previous $2.31 Million 8.37%

% of portfolio

0.7%

Previous 0.68%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$135.0 - $146.02 $11,070 - $11,973	82 Added 0.48%	17,171 $2.5 Million
Q2 2025 Jul 23, 2025	BUY	$108.12 - $135.04 $2,811 - $3,511	26 Added 0.15%	17,089 $2.31 Million
Q1 2025 May 12, 2025	BUY	$120.29 - $134.6 $4,811 - $5,384	40 Added 0.23%	17,063 $2.08 Million
Q4 2024 Jan 21, 2025	SELL	$124.26 - $134.12 $16,153 - $17,435	-130 Reduced 0.76%	17,023 $2.19 Million
Q3 2024 Oct 15, 2024	BUY	$113.41 - $125.62 $9,186 - $10,175	81 Added 0.47%	17,153 $2.15 Million
Q2 2024 Jul 22, 2024	BUY	$108.78 - $119.23 $4,786 - $5,246	44 Added 0.26%	17,072 $2.03 Million
Q1 2024 Apr 22, 2024	BUY	$103.16 - $115.3 $1,960 - $2,190	19 Added 0.11%	17,028 $1.96 Million
Q4 2023 Jan 18, 2024	BUY	$90.04 - $105.69 $12,695 - $14,902	141 Added 0.84%	17,009 $1.79 Million
Q3 2023 Oct 24, 2023	BUY	$93.72 - $101.39 $33,832 - $36,601	361 Added 2.19%	16,868 $1.59 Million
Q2 2023 Jul 26, 2023	BUY	$89.03 - $97.84 $12,286 - $13,501	138 Added 0.84%	16,507 $1.62 Million
Q1 2023 Apr 24, 2023	SELL	$84.12 - $93.15 $672 - $745	-8 Reduced 0.05%	16,369 $1.48 Million
Q4 2022 Jan 27, 2023	BUY	$79.44 - $90.48 $21,369 - $24,339	269 Added 1.67%	16,377 $1.39 Million
Q3 2022 Oct 28, 2022	BUY	$79.54 - $95.9 $97,436 - $117,477	1,225 Added 8.23%	16,108 $1.28 Million
Q2 2022 Jul 29, 2022	BUY	$80.96 - $102.19 $127,835 - $161,358	1,579 Added 11.87%	14,883 $1.25 Million
Q1 2022 Apr 20, 2022	SELL	$93.09 - $107.63 $2,513 - $2,906	-27 Reduced 0.2%	13,304 $1.34 Million
Q4 2021 Jan 27, 2022	BUY	$98.24 - $107.61 $38,215 - $41,860	389 Added 3.01%	13,331 $1.43 Million
Q3 2021 Oct 19, 2021	BUY	$97.33 - $103.96 $46,037 - $49,173	473 Added 3.79%	12,942 $1.27 Million
Q2 2021 Aug 04, 2021	SELL	$92.76 - $98.86 $159,454 - $169,940	-1,719 Reduced 12.12%	12,469 $1.23 Million
Q1 2021 Apr 29, 2021	SELL	$85.12 - $92.58 $35,665 - $38,791	-419 Reduced 2.87%	14,188 $1.3 Million
Q4 2020 Jan 26, 2021	SELL	$74.05 - $86.22 $278,798 - $324,618	-3,765 Reduced 20.49%	14,607 $1.26 Million
Q3 2020 Oct 19, 2020	BUY	$69.81 - $80.47 $59,129 - $68,158	847 Added 4.83%	18,372 $1.39 Million
Q2 2020 Aug 06, 2020	BUY	$54.49 - $72.8 $375,981 - $502,320	6,900 Added 64.94%	17,525 $1.22 Million
Q1 2020 Apr 29, 2020	BUY	$49.67 - $76.42 $3,278 - $5,043	66 Added 0.63%	10,625 $608,000
Q4 2019 Jan 31, 2020	BUY	$65.12 - $72.96 $55,091 - $61,724	846 Added 8.71%	10,559 $768,000
Q3 2019 Oct 29, 2019	BUY	$64.37 - $68.57 $35,146 - $37,439	546 Added 5.96%	9,713 $651,000
Q2 2019 Aug 01, 2019	BUY	$62.47 - $67.06 $42,417 - $45,533	679 Added 8.0%	9,167 $611,000
Q1 2019 May 01, 2019	BUY	$55.45 - $64.92 $50,182 - $58,752	905 Added 11.93%	8,488 $547,000
Q4 2018 Jan 30, 2019	BUY	$53.25 - $66.76 $84,561 - $106,014	1,588 Added 26.49%	7,583 $430,000
Q3 2018 Nov 06, 2018	BUY	$62.51 - $67.36 $39,381 - $42,436	630 Added 11.74%	5,995 $399,000
Q2 2018 Jul 19, 2018	BUY	$59.06 - $64.29 $316,856 - $344,915	5,365 New	5,365 $335,000

Others Institutions Holding ITOT

# of Institutions

1,703

Shares Held

334M

Call Options Held

61.7K

Put Options Held

36K

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

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Peak Financial Management, Inc. Ishares Core S&P Total U.S. St Transaction History