Personal Cfo Solutions, LLC Ishares Core S&P Total U.S. St Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 4,247 shares of ITOT stock, worth $565,275. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,247

Previous 4,149 2.36%

Holding current value

$565,275

Previous $492,000 8.33%

% of portfolio

0.08%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$113.41 - $125.62 $11,114 - $12,310	98 Added 2.36%	4,247 $533,000
Q2 2024 Aug 09, 2024	BUY	$108.78 - $119.23 $33,286 - $36,484	306 Added 7.96%	4,149 $492,000
Q1 2024 May 13, 2024	BUY	$103.16 - $115.3 $8,149 - $9,108	79 Added 2.1%	3,843 $443,000
Q4 2023 Feb 13, 2024	BUY	$90.04 - $105.69 $6,032 - $7,081	67 Added 1.81%	3,764 $396,000
Q3 2023 Nov 13, 2023	BUY	$93.72 - $101.39 $6,560 - $7,097	70 Added 1.93%	3,697 $348,000
Q2 2023 Aug 10, 2023	BUY	$89.03 - $97.84 $16,559 - $18,198	186 Added 5.41%	3,627 $354,000
Q1 2023 May 09, 2023	SELL	$84.12 - $93.15 $11,019 - $12,202	-131 Reduced 3.67%	3,441 $311,000
Q4 2022 Feb 14, 2023	BUY	$79.44 - $90.48 $4,845 - $5,519	61 Added 1.74%	3,572 $302,000
Q3 2022 Nov 01, 2022	BUY	$79.54 - $95.9 $9,385 - $11,316	118 Added 3.48%	3,511 $279,000
Q2 2022 Aug 05, 2022	BUY	$80.96 - $102.19 $2,509 - $3,167	31 Added 0.92%	3,393 $284,000
Q1 2022 May 02, 2022	BUY	$93.09 - $107.63 $312,968 - $361,852	3,362 New	3,362 $339,000

Others Institutions Holding ITOT

# of Institutions

1,378

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

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

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Personal Cfo Solutions, LLC Ishares Core S&P Total U.S. St Transaction History