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

Up Strategic Wealth Investment Advisors LLC

  • $89.3 Billion
  • Q3 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 $4.31 Million. This represents 4.66% of its overall portfolio holdings.

Number of Shares
33,172
Previous 33,172 -0.0%
Holding current value
$4.31 Million
Previous $3.94 Billion 5.76%
% of portfolio
4.66%
Previous 5.97%

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
1,379
Shares Held
303M
Call Options Held
58.9K
Put Options Held
20K
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
Track This Portfolio

Track Up Strategic Wealth Investment Advisors LLC Portfolio

Follow Up Strategic Wealth Investment Advisors LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email