Shore Haven Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Shore Haven Wealth Partners, LLC

  • $237 Million
  • Q3 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 24,210 shares of ITOT stock, worth $3.54 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
24,210
Previous 25,115 3.6%
Holding current value
$3.54 Million
Previous $3.39 Million 3.98%
% of portfolio
1.49%
Previous 1.54%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$135.0 - $146.02 $122,175 - $132,148
-905 Reduced 3.6%
24,210 $3.53 Million
Q2 2025

Jul 29, 2025
SELL
$108.12 - $135.04 $25,191 - $31,464
-233 Reduced 0.92%
25,115 $3.39 Million
Q1 2025

May 06, 2025
BUY
$120.29 - $134.6 $536,012 - $599,777
4,456 Added 21.33%
25,348 $3.09 Million
Q4 2024

Jan 29, 2025
BUY
$124.26 - $134.12 $2,982 - $3,218
24 Added 0.12%
20,892 $2.69 Million
Q3 2024

Oct 24, 2024
BUY
$113.41 - $125.62 $589,164 - $652,595
5,195 Added 33.15%
20,868 $2.62 Million
Q2 2024

Jul 24, 2024
SELL
$108.78 - $119.23 $326 - $357
-3 Reduced 0.02%
15,673 $1.86 Million
Q1 2024

May 02, 2024
SELL
$103.16 - $115.3 $112,650 - $125,907
-1,092 Reduced 6.51%
15,676 $1.81 Million
Q4 2023

Feb 06, 2024
BUY
$90.04 - $105.69 $60,777 - $71,340
675 Added 4.19%
16,768 $1.76 Million
Q3 2023

Oct 24, 2023
SELL
$93.72 - $101.39 $33,645 - $36,399
-359 Reduced 2.18%
16,093 $1.52 Million
Q2 2023

Jul 19, 2023
SELL
$89.03 - $97.84 $756,398 - $831,248
-8,496 Reduced 34.05%
16,452 $1.61 Million
Q1 2023

Apr 14, 2023
SELL
$84.12 - $93.15 $13.5 Million - $15 Million
-160,835 Reduced 86.57%
24,948 $2.26 Million
Q4 2022

Jan 24, 2023
SELL
$79.44 - $90.48 $1.2 Million - $1.36 Million
-15,056 Reduced 7.5%
185,783 $0
Q3 2022

Nov 09, 2022
SELL
$79.54 - $95.9 $5.81 Million - $7.01 Million
-73,089 Reduced 26.68%
200,839 $16 Million
Q2 2022

Aug 01, 2022
BUY
$80.96 - $102.19 $9.09 Million - $11.5 Million
112,312 Added 69.49%
273,928 $22.9 Million
Q1 2022

May 13, 2022
BUY
$93.09 - $107.63 $15 Million - $17.4 Million
161,616 New
161,616 $16.3 Million

Others Institutions Holding ITOT

# of Institutions
1,705
Shares Held
334M
Call Options Held
61.7K
Put Options Held
36K
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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