Up Strategic Wealth Investment Advisors LLC Ishares Core S&P Total U.S. St Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $66 Billion
  • Q2 2024

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 33,172 shares of ITOT stock, worth $4.36 Million. This represents 5.97% of its overall portfolio holdings.

Number of Shares
33,172
Previous 33,172 -0.0%
Holding current value
$4.36 Million
Previous $3.82 Billion 3.02%
% of portfolio
5.97%
Previous 6.26%

Shares

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

May 15, 2024
SELL
$103.16 - $115.3 $75,306 - $84,169
-730 Reduced 2.15%
33,172 $3.82 Billion
Q4 2023

Feb 13, 2024
BUY
$90.04 - $105.69 $3.05 Million - $3.58 Million
33,902 New
33,902 $3.57 Billion

Others Institutions Holding ITOT

# of Institutions
1,373
Shares Held
298M
Call Options Held
97.2K
Put Options Held
16.1K
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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