Smith, Salley & Associates Ishares Core S&P Total U.S. St Transaction History

Smith, Salley & Associates

  • $1.35 Billion
  • Q2 2024

A detailed history of Smith, Salley & Associates transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Smith, Salley & Associates holds 1,892 shares of ITOT stock, worth $235,705. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,892
Previous 1,892 -0.0%
Holding current value
$235,705
Previous $218,000 2.75%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$103.16 - $115.3 $24,036 - $26,864
-233 Reduced 10.96%
1,892 $218,000
Q4 2023

Jan 24, 2024
BUY
$90.04 - $105.69 $191,335 - $224,591
2,125 New
2,125 $223,000
Q4 2022

Feb 03, 2023
BUY
$79.44 - $90.48 $419,363 - $477,643
5,279 New
5,279 $447,000
Q2 2022

Aug 01, 2022
SELL
$80.96 - $102.19 $185,317 - $233,912
-2,289 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$93.09 - $107.63 $213,083 - $246,365
2,289 New
2,289 $231,000

Others Institutions Holding ITOT

# of Institutions
1,337
Shares Held
302M
Call Options Held
97.2K
Put Options Held
16.1K
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
Track This Portfolio

Track Smith, Salley & Associates Portfolio

Follow Smith, Salley & Associates and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smith, Salley & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Smith, Salley & Associates with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email