Sheets Smith Wealth Management Ishares Core S&P Total U.S. St Transaction History

Sheets Smith Wealth Management

$789 Million
Q1 2025

A detailed history of Sheets Smith Wealth Management transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Sheets Smith Wealth Management holds 42,700 shares of ITOT stock, worth $5.13 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

42,700

Previous 43,207 1.17%

Holding current value

$5.13 Million

Previous $5.56 Million 6.26%

% of portfolio

0.66%

Previous 0.69%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$120.29 - $134.6 $60,987 - $68,242	-507 Reduced 1.17%	42,700 $5.21 Million
Q4 2024 Jan 17, 2025	SELL	$124.26 - $134.12 $28,579 - $30,847	-230 Reduced 0.53%	43,207 $5.56 Million
Q3 2024 Nov 01, 2024	SELL	$113.41 - $125.62 $42,188 - $46,730	-372 Reduced 0.85%	43,437 $5.46 Million
Q2 2024 Jul 30, 2024	BUY	$108.78 - $119.23 $2,610 - $2,861	24 Added 0.05%	43,809 $5.2 Million
Q1 2024 May 08, 2024	BUY	$103.16 - $115.3 $825 - $922	8 Added 0.02%	43,785 $5.05 Million
Q4 2023 Feb 06, 2024	SELL	$90.04 - $105.69 $27,102 - $31,812	-301 Reduced 0.68%	43,777 $4.61 Million
Q3 2023 Oct 23, 2023	SELL	$93.72 - $101.39 $9,372 - $10,139	-100 Reduced 0.23%	44,078 $4.15 Million
Q2 2023 Aug 09, 2023	BUY	$89.03 - $97.84 $712 - $782	8 Added 0.02%	44,178 $4.32 Million
Q1 2023 May 26, 2023	BUY	$84.12 - $93.15 $3.71 Million - $4.11 Million	44,079 Added 48438.46%	44,170 $4 Million
Q1 2023 May 12, 2023	SELL	$84.12 - $93.15 $3.71 Million - $4.11 Million	-44,069 Reduced 99.79%	91 $8,000
Q4 2022 Mar 08, 2023	BUY	$79.44 - $90.48 $9,930 - $11,310	125 Added 0.28%	44,160 $3.74 Million
Q2 2022 Jul 27, 2022	BUY	$80.96 - $102.19 $24,935 - $31,474	308 Added 0.7%	44,035 $3.69 Million
Q1 2022 May 02, 2022	BUY	$93.09 - $107.63 $311,199 - $359,807	3,343 Added 8.28%	43,727 $4.41 Million
Q4 2021 Jan 20, 2022	SELL	$98.24 - $107.61 $40,081 - $43,904	-408 Reduced 1.0%	40,384 $4.32 Million
Q2 2021 Aug 03, 2021	SELL	$92.76 - $98.86 $11,595 - $12,357	-125 Reduced 0.31%	40,792 $4.03 Million
Q1 2021 Apr 23, 2021	BUY	$85.12 - $92.58 $1,191 - $1,296	14 Added 0.03%	40,917 $3.75 Million
Q4 2020 Jan 13, 2021	BUY	$74.05 - $86.22 $72,346 - $84,236	977 Added 2.45%	40,903 $3.53 Million
Q3 2020 Oct 26, 2020	SELL	$69.81 - $80.47 $2,722 - $3,138	-39 Reduced 0.1%	39,926 $3.01 Million
Q2 2020 Jul 17, 2020	SELL	$54.49 - $72.8 $28,770 - $38,438	-528 Reduced 1.3%	39,965 $2.78 Million
Q1 2020 Apr 28, 2020	BUY	$49.67 - $76.42 $382,955 - $589,198	7,710 Added 23.52%	40,493 $2.32 Million
Q4 2019 Jan 24, 2020	BUY	$65.12 - $72.96 $3,386 - $3,793	52 Added 0.16%	32,783 $2.38 Million
Q3 2019 Oct 28, 2019	BUY	$64.37 - $68.57 $115,866 - $123,425	1,800 Added 5.82%	32,731 $2.2 Million
Q2 2019 Jul 12, 2019	BUY	$62.47 - $67.06 $245,507 - $263,545	3,930 Added 14.56%	30,931 $2.06 Million
Q1 2019 May 13, 2019	BUY	$55.45 - $64.92 $609 - $714	11 Added 0.04%	27,001 $1.74 Million
Q4 2018 Jan 11, 2019	BUY	$53.25 - $66.76 $113,316 - $142,065	2,128 Added 8.56%	26,990 $1.53 Million
Q3 2018 Oct 15, 2018	SELL	$62.51 - $67.36 $119,581 - $128,859	-1,913 Reduced 7.14%	24,862 $1.66 Million
Q2 2018 Jul 26, 2018	BUY	$59.06 - $64.29 $11,812 - $12,858	200 Added 0.75%	26,775 $1.67 Million
Q1 2018 Apr 09, 2018	BUY	$58.94 - $65.4 $12,200 - $13,537	207 Added 0.79%	26,575 $1.61 Million
Q4 2017 Jan 12, 2018	BUY	$57.99 - $61.7 $13,105 - $13,944	226 Added 0.86%	26,368 $1.61 Million
Q3 2017 Oct 12, 2017	BUY	$57.1 - $57.63 $1.49 Million - $1.51 Million	26,142	26,142 $1.51 Million

Others Institutions Holding ITOT

# of Institutions

1,564

Shares Held

314M

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 Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Ishares Core S&P Total U.S. St Transaction History