Surience Private Wealth LLC Ishares Core S&P Total U.S. St Transaction History

Surience Private Wealth LLC

  • $56.4 Million
  • Q1 2025

A detailed history of Surience Private Wealth LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Surience Private Wealth LLC holds 2,077 shares of ITOT stock, worth $249,510. This represents 0.45% of its overall portfolio holdings.

Number of Shares
2,077
Previous 2,849 27.1%
Holding current value
$249,510
Previous $366,000 30.87%
% of portfolio
0.45%
Previous 0.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$120.29 - $134.6 $92,863 - $103,911
-772 Reduced 27.1%
2,077 $253,000
Q2 2024

Aug 09, 2024
BUY
$108.78 - $119.23 $309,914 - $339,686
2,849 New
2,849 $338,000

Others Institutions Holding ITOT

# of Institutions
1,564
Shares Held
314M
Call Options Held
53K
Put Options Held
29.4K
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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