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

Up Strategic Wealth Investment Advisors LLC

$112 Billion
Q1 2025

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 $4.31 Million. This represents 3.6% of its overall portfolio holdings.

Number of Shares

33,172

Previous 33,172 -0.0%

Holding current value

$4.31 Million

Previous $4.27 Billion 5.14%

% of portfolio

3.6%

Previous 4.27%

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

1,577

Shares Held

320M

Call Options Held

67.9K

Put Options Held

29K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

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