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

Stone Point Wealth LLC

$294 Million
Q4 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 4,006 shares of ITOT stock, worth $468,742. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,006

Previous 4,001 0.12%

Holding current value

$468,742

Previous $502,000 2.59%

% of portfolio

0.18%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$124.26 - $134.12 $621 - $670	5 Added 0.12%	4,006 $515,000
Q3 2024 Oct 31, 2024	SELL	$113.41 - $125.62 $7,031 - $7,788	-62 Reduced 1.53%	4,001 $502,000
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	$79.44 - $90.48 $199,394 - $227,104	2,510 New	2,510 $0

Others Institutions Holding ITOT

# of Institutions

1,561

Shares Held

313M

Call Options Held

53K

Put Options Held

29.4K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

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