Peterson Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Peterson Wealth Advisors, LLC

$480 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 21, 2020	SELL	$49.67 - $76.42 $158,447 - $243,779	-3,190 Closed	0 $0
Q4 2019 Jan 23, 2020	SELL	$65.12 - $72.96 $13,870 - $15,540	-213 Reduced 6.26%	3,190 $232,000
Q3 2019 Oct 17, 2019	SELL	$64.37 - $68.57 $17,444 - $18,582	-271 Reduced 7.38%	3,403 $228,000
Q2 2019 Jul 15, 2019	BUY	$62.47 - $67.06 $1,124 - $1,207	18 Added 0.49%	3,674 $245,000
Q1 2019 Apr 16, 2019	SELL	$55.45 - $64.92 $39,258 - $45,963	-708 Reduced 16.22%	3,656 $242,000
Q4 2018 Jan 29, 2019	BUY	$53.25 - $66.76 $14,324 - $17,958	269 Added 6.57%	4,364 $248,000
Q3 2018 Oct 17, 2018	SELL	$62.51 - $67.36 $299,860 - $323,125	-4,797 Reduced 53.95%	4,095 $273,000
Q2 2018 Jul 18, 2018	SELL	$59.06 - $64.29 $76,896 - $83,705	-1,302 Reduced 12.77%	8,892 $556,000
Q1 2018 Apr 20, 2018	SELL	$58.94 - $65.4 $63,183 - $70,108	-1,072 Reduced 9.52%	10,194 $616,000
Q4 2017 Mar 19, 2018	BUY	$57.99 - $61.7 $653,315 - $695,112	11,266	11,266 $689,000

Others Institutions Holding ITOT

# of Institutions

1,379

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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