Stone Point Wealth LLC Ishares Core S&P Total U.S. St Transaction History

Stone Point Wealth LLC

  • $283 Million
  • Q1 2024

A detailed history of Stone Point Wealth LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Stone Point Wealth LLC holds 4,063 shares of ITOT stock, worth $489,063. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,063
Previous 4,155 2.21%
Holding current value
$489,063
Previous $437,000 7.09%
% of portfolio
0.17%
Previous 0.17%

Shares

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

May 01, 2024
SELL
$103.16 - $115.3 $9,490 - $10,607
-92 Reduced 2.21%
4,063 $468,000
Q4 2023

Jan 26, 2024
BUY
$90.04 - $105.69 $51,953 - $60,983
577 Added 16.13%
4,155 $437,000
Q3 2023

Oct 25, 2023
BUY
$93.72 - $101.39 $81,723 - $88,412
872 Added 32.22%
3,578 $337,000
Q2 2023

Jul 25, 2023
BUY
$89.03 - $97.84 $17,449 - $19,176
196 Added 7.81%
2,706 $264,000
Q4 2022

Jan 20, 2023
BUY
$82.76 - $90.48 $207,727 - $227,104
2,510 New
2,510 $0

Others Institutions Holding ITOT

# of Institutions
1,307
Shares Held
293M
Call Options Held
524K
Put Options Held
45.1K
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
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