Sweeney & Michel, LLC Ishares Core S&P Total U.S. St Transaction History

Sweeney & Michel, LLC

  • $226 Billion
  • Q1 2024

A detailed history of Sweeney & Michel, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Sweeney & Michel, LLC holds 169,774 shares of ITOT stock, worth $20.5 Million. This represents 8.65% of its overall portfolio holdings.

Number of Shares
169,774
Previous 161,490 5.13%
Holding current value
$20.5 Million
Previous $15.5 Billion 26.35%
% of portfolio
8.65%
Previous 8.1%

Shares

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

May 15, 2024
BUY
$103.16 - $115.3 $854,577 - $955,145
8,284 Added 5.13%
169,774 $19.5 Billion
Q3 2023

Nov 09, 2023
SELL
$93.72 - $101.39 $135,519 - $146,609
-1,446 Reduced 0.89%
161,490 $15.5 Billion
Q2 2023

Aug 09, 2023
BUY
$89.03 - $97.84 $108,260 - $118,973
1,216 Added 0.75%
162,936 $16.2 Billion
Q1 2023

Jun 07, 2023
BUY
$84.12 - $93.15 $13.6 Million - $15.1 Million
161,720 New
161,720 $15.3 Billion

Others Institutions Holding ITOT

# of Institutions
1,301
Shares Held
293M
Call Options Held
524K
Put Options Held
45.1K
View Full List

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

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