Sja Financial Advisory, LLC Ishares Core S&P Total U.S. St Transaction History

Sja Financial Advisory, LLC

$136 Million
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 08, 2021	SELL	$97.33 - $103.96 $209,648 - $223,929	-2,154 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$92.76 - $98.86 $199,805 - $212,944	2,154 New	2,154 $213,000
Q1 2019 May 03, 2019	SELL	$55.45 - $64.92 $237,215 - $277,727	-4,278 Closed	0 $0
Q4 2018 Jan 28, 2019	SELL	$53.25 - $66.76 $105,967 - $132,852	-1,990 Reduced 31.75%	4,278 $243,000
Q3 2018 Nov 06, 2018	SELL	$62.51 - $67.36 $24,941 - $26,876	-399 Reduced 5.98%	6,268 $418,000

Q2 2018 Aug 08, 2018	SELL	$59.06 - $64.29 $4,724 - $5,143	-80 Reduced 1.19%	6,667 $417,000
Q1 2018 May 11, 2018	BUY	$58.94 - $65.4 $23,693 - $26,290	402 Added 6.34%	6,747 $408,000
Q4 2017 Feb 14, 2018	BUY	$57.99 - $61.7 $367,946 - $391,486	6,345	6,345 $388,000

Others Institutions Holding ITOT

# of Institutions

1,303

Shares Held

293M

Call Options Held

524K

Put Options Held

45.1K

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

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