Sfg Wealth Management, Llc. Ishares Core S&P Total U.S. St Transaction History

Sfg Wealth Management, Llc.

$194 Million
Q1 2025

A detailed history of Sfg Wealth Management, Llc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 13,523 shares of ITOT stock, worth $1.76 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

13,523

Previous 13,858 2.42%

Holding current value

$1.76 Million

Previous $1.78 Million 7.46%

% of portfolio

0.85%

Previous 0.97%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$120.29 - $134.6 $40,297 - $45,091	-335 Reduced 2.42%	13,523 $1.65 Million
Q4 2024 Jan 16, 2025	SELL	$124.26 - $134.12 $20,378 - $21,995	-164 Reduced 1.17%	13,858 $1.78 Million
Q3 2024 Oct 31, 2024	SELL	$113.41 - $125.62 $70,541 - $78,135	-622 Reduced 4.25%	14,022 $1.76 Million
Q2 2024 Jul 19, 2024	SELL	$108.78 - $119.23 $14,358 - $15,738	-132 Reduced 0.89%	14,644 $1.74 Million
Q1 2024 Apr 26, 2024	SELL	$103.16 - $115.3 $43,843 - $49,002	-425 Reduced 2.8%	14,776 $1.7 Million
Q4 2023 Jan 19, 2024	SELL	$90.04 - $105.69 $56,995 - $66,901	-633 Reduced 4.0%	15,201 $1.6 Million
Q3 2023 Oct 19, 2023	SELL	$93.72 - $101.39 $13,589 - $14,701	-145 Reduced 0.91%	15,834 $1.49 Million
Q2 2023 Jul 14, 2023	SELL	$89.03 - $97.84 $77,278 - $84,925	-868 Reduced 5.15%	15,979 $1.56 Million
Q1 2023 Apr 11, 2023	SELL	$84.12 - $93.15 $23,133 - $25,616	-275 Reduced 1.61%	16,847 $1.53 Million
Q4 2022 Jan 31, 2023	SELL	$79.44 - $90.48 $681,674 - $776,408	-8,581 Reduced 33.39%	17,122 $1.45 Million
Q3 2022 Oct 12, 2022	SELL	$79.54 - $95.9 $328,579 - $396,162	-4,131 Reduced 13.85%	25,703 $2.04 Million
Q2 2022 Jul 13, 2022	SELL	$80.96 - $102.19 $145,728 - $183,942	-1,800 Reduced 5.69%	29,834 $2.5 Million
Q1 2022 Apr 22, 2022	SELL	$93.09 - $107.63 $746,488 - $863,084	-8,019 Reduced 20.22%	31,634 $3.19 Million
Q4 2021 Feb 14, 2022	BUY	$98.24 - $107.61 $3.9 Million - $4.27 Million	39,653 New	39,653 $4.24 Million

Others Institutions Holding ITOT

# of Institutions

1,577

Shares Held

320M

Call Options Held

67.9K

Put Options Held

29K

View Full List

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

Ticker ITOT
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Sfg Wealth Management, Llc. Ishares Core S&P Total U.S. St Transaction History