San Luis Wealth Advisors LLC Ishares Core S&P Total U.S. St Transaction History

San Luis Wealth Advisors LLC

  • $465 Million
  • Q2 2025

A detailed history of San Luis Wealth Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 7,478 shares of ITOT stock, worth $1.04 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
7,478
Previous 7,903 5.38%
Holding current value
$1.04 Million
Previous $964,000 4.77%
% of portfolio
0.22%
Previous 0.22%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$108.12 - $135.04 $45,951 - $57,392
-425 Reduced 5.38%
7,478 $1.01 Million
Q1 2025

Apr 18, 2025
SELL
$120.29 - $134.6 $391,183 - $437,719
-3,252 Reduced 29.15%
7,903 $964,000
Q4 2024

Jan 14, 2025
SELL
$124.26 - $134.12 $16,775 - $18,106
-135 Reduced 1.2%
11,155 $1.44 Million
Q3 2024

Oct 09, 2024
BUY
$113.41 - $125.62 $62,488 - $69,216
551 Added 5.13%
11,290 $1.42 Million
Q2 2024

Jul 12, 2024
BUY
$108.78 - $119.23 $1.17 Million - $1.28 Million
10,739 New
10,739 $1.28 Million
Q2 2023

Aug 02, 2023
BUY
$89.03 - $97.84 $140,311 - $154,195
1,576 Added 13.24%
13,478 $1.32 Million
Q1 2023

May 10, 2023
BUY
$84.12 - $93.15 $1 Million - $1.11 Million
11,902 New
11,902 $1.08 Million
Q2 2022

Aug 10, 2022
SELL
$80.96 - $102.19 $388,203 - $490,001
-4,795 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$93.09 - $107.63 $446,366 - $516,085
4,795 New
4,795 $513,000
Q4 2021

Feb 14, 2022
SELL
$98.24 - $107.61 $476,267 - $521,693
-4,848 Closed
0 $0
Q3 2021

Nov 09, 2021
SELL
$97.33 - $103.96 $1.38 Million - $1.48 Million
-14,195 Reduced 74.54%
4,848 $477,000
Q4 2020

Feb 05, 2021
BUY
$74.05 - $86.22 $1.41 Million - $1.64 Million
19,043 New
19,043 $1.64 Million

Others Institutions Holding ITOT

# of Institutions
1,613
Shares Held
320M
Call Options Held
67.9K
Put Options Held
29K
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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