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

Surience Private Wealth LLC

  • $103 Million
  • Q2 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 2,068 shares of ITOT stock, worth $285,818. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,068
Previous 2,077 0.43%
Holding current value
$285,818
Previous $253,000 10.28%
% of portfolio
0.27%
Previous 0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$108.12 - $135.04 $973 - $1,215
-9 Reduced 0.43%
2,068 $279,000
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
1,617
Shares Held
321M
Call Options Held
67.9K
Put Options Held
29K
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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