A detailed history of United Asset Strategies, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, United Asset Strategies, Inc. holds 2,044 shares of ITOT stock, worth $263,389. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,044
Previous 1,684 21.38%
Holding current value
$263,389
Previous $200,000 28.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 28, 2024

BUY
$113.41 - $125.62 $40,827 - $45,223
360 Added 21.38%
2,044 $256,000
Q2 2024

Aug 01, 2024

BUY
$108.78 - $119.23 $183,185 - $200,783
1,684 New
1,684 $200,000
Q2 2022

Aug 15, 2022

SELL
$80.96 - $102.19 $160,867 - $203,051
-1,987 Closed
0 $0
Q1 2022

Apr 29, 2022

BUY
$93.09 - $107.63 $184,969 - $213,860
1,987 New
1,987 $201,000

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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