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

Up Strategic Wealth Investment Advisors LLC

$100 Billion
Q4 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 $4.01 Million. This represents 4.27% of its overall portfolio holdings.

Number of Shares

33,172

Previous 33,172 -0.0%

Holding current value

$4.01 Million

Previous $4.17 Billion 2.39%

% of portfolio

4.27%

Previous 4.66%

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

1,579

Shares Held

315M

Call Options Held

53K

Put Options Held

29.4K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Up Strategic Wealth Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Up Strategic Wealth Investment Advisors LLC with notifications on news.

Account

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