Signature Wealth Management Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Signature Wealth Management Partners, LLC

$172 Million
Q2 2025

A detailed history of Signature Wealth Management Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 9,584 shares of ITOT stock, worth $1.4 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

9,584

Previous 9,556 0.29%

Holding current value

$1.4 Million

Previous $1.17 Million 11.07%

% of portfolio

0.75%

Previous 0.77%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$108.12 - $135.04 $3,027 - $3,781	28 Added 0.29%	9,584 $1.29 Million
Q1 2025 May 08, 2025	BUY	$120.29 - $134.6 $7,818 - $8,749	65 Added 0.68%	9,556 $1.17 Million
Q4 2024 Jan 22, 2025	BUY	$124.26 - $134.12 $25,721 - $27,762	207 Added 2.23%	9,491 $1.22 Million
Q3 2024 Oct 24, 2024	SELL	$113.41 - $125.62 $22,341 - $24,747	-197 Reduced 2.08%	9,284 $1.17 Million
Q2 2024 Jul 15, 2024	BUY	$108.78 - $119.23 $18,057 - $19,792	166 Added 1.78%	9,481 $1.13 Million
Q4 2023 Jan 19, 2024	SELL	$90.04 - $105.69 $19,898 - $23,357	-221 Reduced 2.32%	9,315 $980,000
Q3 2023 Oct 23, 2023	BUY	$93.72 - $101.39 $126,522 - $136,876	1,350 Added 16.49%	9,536 $898,000
Q2 2023 Jul 24, 2023	SELL	$89.03 - $97.84 $9,526 - $10,468	-107 Reduced 1.29%	8,186 $800,000
Q1 2023 May 02, 2023	BUY	$84.12 - $93.15 $16,655 - $18,443	198 Added 2.45%	8,293 $750,000
Q4 2022 Feb 03, 2023	BUY	$79.44 - $90.48 $10,565 - $12,033	133 Added 1.67%	8,095 $686,000
Q3 2022 Nov 01, 2022	SELL	$79.54 - $95.9 $18,453 - $22,248	-232 Reduced 2.83%	7,962 $633,000
Q2 2022 Jul 22, 2022	BUY	$80.96 - $102.19 $17,163 - $21,664	212 Added 2.66%	8,194 $687,000
Q1 2022 May 10, 2022	BUY	$93.09 - $107.63 $31,092 - $35,948	334 Added 4.37%	7,982 $806,000
Q4 2021 Jan 19, 2022	BUY	$98.24 - $107.61 $6,287 - $6,887	64 Added 0.84%	7,648 $818,000
Q3 2021 Oct 20, 2021	BUY	$97.33 - $103.96 $37,861 - $40,440	389 Added 5.41%	7,584 $746,000
Q2 2021 Jul 29, 2021	BUY	$92.76 - $98.86 $20,128 - $21,452	217 Added 3.11%	7,195 $711,000
Q1 2021 May 14, 2021	BUY	$85.12 - $92.58 $134,404 - $146,183	1,579 Added 29.25%	6,978 $639,000
Q4 2020 Feb 16, 2021	BUY	$74.05 - $86.22 $399,795 - $465,501	5,399 New	5,399 $466,000

Others Institutions Holding ITOT

# of Institutions

1,639

Shares Held

325M

Call Options Held

69.1K

Put Options Held

33.4K

View Full List

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

Ticker ITOT
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Signature Wealth Management Partners, LLC Ishares Core S&P Total U.S. St Transaction History