Sar Wealth Management Group, LLC Ishares Core S&P Total U.S. St Transaction History

Sar Wealth Management Group, LLC

$149 Billion
Q1 2025

A detailed history of Sar Wealth Management Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 63,069 shares of ITOT stock, worth $7.66 Million. This represents 5.16% of its overall portfolio holdings.

Number of Shares

63,069

Previous 63,430 0.57%

Holding current value

$7.66 Million

Previous $8.16 Billion 5.68%

% of portfolio

5.16%

Previous 5.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$120.29 - $134.6 $43,424 - $48,590	-361 Reduced 0.57%	63,069 $7.7 Billion
Q4 2024 Jan 15, 2025	SELL	$124.26 - $134.12 $482,004 - $520,251	-3,879 Reduced 5.76%	63,430 $8.16 Billion
Q3 2024 Oct 17, 2024	SELL	$113.41 - $125.62 $85,624 - $94,843	-755 Reduced 1.11%	67,309 $8.46 Billion
Q2 2024 Jul 15, 2024	SELL	$108.78 - $119.23 $151,639 - $166,206	-1,394 Reduced 2.01%	68,064 $8.08 Billion
Q1 2024 Apr 15, 2024	SELL	$103.16 - $115.3 $12,585 - $14,066	-122 Reduced 0.18%	69,458 $8.01 Billion
Q4 2023 Feb 12, 2024	BUY	$90.04 - $105.69 $6.26 Million - $7.35 Million	69,580 New	69,580 $7.32 Billion

Others Institutions Holding ITOT

# of Institutions

1,557

Shares Held

313M

Call Options Held

53K

Put Options Held

29.4K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sar Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sar Wealth Management Group, LLC with notifications on news.

Account

Sar Wealth Management Group, LLC Ishares Core S&P Total U.S. St Transaction History