A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 58,743 shares of ITOT stock, worth $7.7 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
58,743
Previous 51,222 14.68%
Holding current value
$7.7 Million
Previous $6.08 Billion 21.29%
% of portfolio
1.42%
Previous 1.26%

Shares

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

Oct 28, 2024

BUY
$113.41 - $125.62 $852,956 - $944,788
7,521 Added 14.68%
58,743 $7.38 Billion
Q2 2024

Sep 11, 2024

SELL
$108.78 - $119.23 $224,521 - $246,090
-2,064 Reduced 3.87%
51,222 $6.08 Billion
Q1 2024

Sep 11, 2024

SELL
$103.16 - $115.3 $28,884 - $32,284
-280 Reduced 0.52%
53,286 $6.14 Billion
Q4 2023

Sep 11, 2024

SELL
$90.04 - $105.69 $314,779 - $369,492
-3,496 Reduced 6.13%
53,566 $5.64 Billion
Q3 2023

Sep 11, 2024

BUY
$93.72 - $101.39 $69,352 - $75,028
740 Added 1.31%
57,062 $5.37 Billion
Q2 2023

Sep 11, 2024

SELL
$89.03 - $97.84 $77,278 - $84,925
-868 Reduced 1.52%
56,322 $5.51 Billion
Q1 2023

Sep 11, 2024

SELL
$84.12 - $93.15 $298,878 - $330,961
-3,553 Reduced 5.85%
57,190 $5.18 Billion
Q4 2022

Sep 11, 2024

SELL
$79.44 - $90.48 $265,965 - $302,927
-3,348 Reduced 5.22%
60,743 $5.15 Billion
Q3 2022

Sep 11, 2024

SELL
$79.54 - $95.9 $273,697 - $329,991
-3,441 Reduced 5.1%
64,091 $5.1 Billion
Q2 2022

Sep 11, 2024

BUY
$80.96 - $102.19 $1.17 Million - $1.47 Million
14,404 Added 27.11%
67,532 $5.66 Billion
Q1 2022

Sep 11, 2024

BUY
$93.09 - $107.63 $256,649 - $296,735
2,757 Added 5.47%
53,128 $5.36 Billion
Q4 2021

Sep 10, 2024

BUY
$98.24 - $107.61 $426,361 - $467,027
4,340 Added 9.43%
50,371 $5.39 Billion
Q3 2021

Sep 10, 2024

BUY
$97.33 - $103.96 $87,305 - $93,252
897 Added 1.99%
46,031 $4.53 Billion
Q2 2021

Sep 10, 2024

BUY
$92.76 - $98.86 $73,094 - $77,901
788 Added 1.78%
45,134 $4.46 Billion
Q1 2021

Sep 10, 2024

BUY
$85.12 - $92.58 $130,488 - $141,925
1,533 Added 3.58%
44,346 $4.06 Billion
Q4 2020

Sep 10, 2024

BUY
$74.05 - $86.22 $172,906 - $201,323
2,335 Added 5.77%
42,813 $3.69 Billion
Q3 2020

Sep 10, 2024

BUY
$69.81 - $80.47 $178,992 - $206,325
2,564 Added 6.76%
40,478 $3.06 Billion
Q2 2020

Sep 10, 2024

BUY
$54.49 - $72.8 $31,277 - $41,787
574 Added 1.54%
37,914 $2.63 Billion
Q1 2020

Sep 10, 2024

BUY
$49.67 - $76.42 $142,999 - $220,013
2,879 Added 8.35%
37,340 $2.14 Billion
Q4 2019

Sep 09, 2024

BUY
$65.12 - $72.96 $2.24 Million - $2.51 Million
34,461 New
34,461 $2.5 Billion

Others Institutions Holding ITOT

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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