Schwarz Dygos Wheeler Investment Advisors LLC Ishares Core S&P Total U.S. St Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $428 Million
  • Q2 2025

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 6,420 shares of ITOT stock, worth $945,473. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,420
Previous 6,403 0.27%
Holding current value
$945,473
Previous $781,000 10.88%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Aug 08, 2025
BUY
$108.12 - $135.04 $1,838 - $2,295
17 Added 0.27%
6,420 $866,000
Q1 2025

May 02, 2025
BUY
$120.29 - $134.6 $15,397 - $17,228
128 Added 2.04%
6,403 $781,000
Q4 2024

Feb 07, 2025
BUY
$124.26 - $134.12 $994 - $1,072
8 Added 0.13%
6,275 $807,000
Q3 2024

Nov 08, 2024
SELL
$113.41 - $125.62 $10,433 - $11,557
-92 Reduced 1.45%
6,267 $787,000
Q2 2024

Aug 02, 2024
BUY
$108.78 - $119.23 $761 - $834
7 Added 0.11%
6,359 $755,000
Q1 2024

May 03, 2024
BUY
$103.16 - $115.3 $618 - $691
6 Added 0.09%
6,352 $732,000
Q4 2023

Feb 02, 2024
BUY
$90.04 - $105.69 $1,800 - $2,113
20 Added 0.32%
6,346 $667,000
Q3 2023

Nov 03, 2023
BUY
$93.72 - $101.39 $187 - $202
2 Added 0.03%
6,326 $595,000
Q2 2023

Aug 11, 2023
BUY
$89.03 - $97.84 $1,335 - $1,467
15 Added 0.24%
6,324 $618,000
Q1 2023

Apr 27, 2023
BUY
$84.12 - $93.15 $530,713 - $587,683
6,309 New
6,309 $571,000

Others Institutions Holding ITOT

# of Institutions
1,638
Shares Held
324M
Call Options Held
69.1K
Put Options Held
33.4K
View Full List

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

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