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

Roberts Wealth Advisors, LLC

  • $293 Million
  • Q3 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 2,627 shares of ITOT stock, worth $341,536. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,627
Previous 2,627 -0.0%
Holding current value
$341,536
Previous $312,000 5.77%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$108.78 - $119.23 $5,439 - $5,961
-50 Reduced 1.87%
2,627 $312,000
Q1 2024

Apr 17, 2024
BUY
$103.16 - $115.3 $276,159 - $308,658
2,677 New
2,677 $308,000
Q4 2022

Jan 10, 2023
BUY
$79.44 - $90.48 $268,268 - $305,550
3,377 New
3,377 $0

Others Institutions Holding ITOT

# of Institutions
1,377
Shares Held
303M
Call Options Held
58.9K
Put Options Held
20K
View Full List

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

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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