Soltis Investment Advisors LLC Ishares Core S&P Total U.S. St Transaction History

Soltis Investment Advisors LLC

  • $1.01 Billion
  • Q3 2024

A detailed history of Soltis Investment Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 35,049 shares of ITOT stock, worth $4.55 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
35,049
Previous 32,583 7.57%
Holding current value
$4.55 Million
Previous $3.87 Million 13.75%
% of portfolio
0.44%
Previous 0.41%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 18, 2024
BUY
$113.41 - $125.62 $279,669 - $309,778
2,466 Added 7.57%
35,049 $4.4 Million
Q2 2024

Aug 12, 2024
SELL
$108.78 - $119.23 $105,516 - $115,653
-970 Reduced 2.89%
32,583 $3.87 Million
Q1 2024

Apr 29, 2024
SELL
$103.16 - $115.3 $548,192 - $612,704
-5,314 Reduced 13.67%
33,553 $3.87 Million
Q4 2023

Jan 26, 2024
SELL
$90.04 - $105.69 $12,605 - $14,796
-140 Reduced 0.36%
38,867 $4.09 Million
Q3 2023

Nov 08, 2023
BUY
$93.72 - $101.39 $5,248 - $5,677
56 Added 0.14%
39,007 $3.67 Million
Q2 2023

Aug 08, 2023
SELL
$89.03 - $97.84 $18,429 - $20,252
-207 Reduced 0.53%
38,951 $3.81 Million
Q1 2023

May 03, 2023
BUY
$84.12 - $93.15 $17,749 - $19,654
211 Added 0.54%
39,158 $3.55 Million
Q4 2022

Feb 09, 2023
SELL
$79.44 - $90.48 $79,440 - $90,480
-1,000 Reduced 2.5%
38,947 $3.3 Million
Q3 2022

Nov 14, 2022
BUY
$79.54 - $95.9 $79,540 - $95,900
1,000 Added 2.57%
39,947 $3.18 Million
Q2 2022

Aug 11, 2022
SELL
$80.96 - $102.19 $24,287 - $30,657
-300 Reduced 0.76%
38,947 $3.26 Million
Q1 2022

May 06, 2022
BUY
$93.09 - $107.63 $27,927 - $32,289
300 Added 0.77%
39,247 $3.96 Million
Q2 2021

Aug 04, 2021
SELL
$92.76 - $98.86 $140,160 - $149,377
-1,511 Reduced 3.73%
38,947 $3.85 Million
Q1 2021

May 11, 2021
BUY
$85.12 - $92.58 $119,168 - $129,612
1,400 Added 3.58%
40,458 $3.71 Million
Q4 2020

Feb 10, 2021
SELL
$74.05 - $86.22 $22,215 - $25,866
-300 Reduced 0.76%
39,058 $3.37 Million
Q3 2020

Oct 28, 2020
BUY
$69.81 - $80.47 $20,943 - $24,141
300 Added 0.77%
39,358 $2.97 Million
Q2 2020

Aug 12, 2020
SELL
$54.49 - $72.8 $681,669 - $910,728
-12,510 Reduced 24.26%
39,058 $2.71 Million
Q1 2020

May 07, 2020
SELL
$49.67 - $76.42 $60,150 - $92,544
-1,211 Reduced 2.29%
51,568 $2.95 Million
Q4 2019

Feb 12, 2020
BUY
$65.12 - $72.96 $3.44 Million - $3.85 Million
52,779 New
52,779 $3.84 Million

Others Institutions Holding ITOT

# of Institutions
1,379
Shares Held
303M
Call Options Held
58.9K
Put Options Held
20K
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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