Us Financial Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Us Financial Advisors, LLC

$298 Million
Q2 2024

A detailed history of Us Financial Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Us Financial Advisors, LLC holds 2,200 shares of ITOT stock, worth $275,110. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,200

Previous 2,350 6.38%

Holding current value

$275,110

Previous $270,000 3.33%

% of portfolio

0.09%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$108.78 - $119.23 $16,317 - $17,884	-150 Reduced 6.38%	2,200 $261,000
Q1 2024 May 13, 2024	SELL	$103.16 - $115.3 $21,560 - $24,097	-209 Reduced 8.17%	2,350 $270,000
Q4 2023 Feb 07, 2024	SELL	$90.04 - $105.69 $18,638 - $21,877	-207 Reduced 7.48%	2,559 $269,000
Q3 2023 Nov 09, 2023	SELL	$93.72 - $101.39 $22,961 - $24,840	-245 Reduced 8.14%	2,766 $260,000
Q1 2023 May 04, 2023	SELL	$84.12 - $93.15 $6,813 - $7,545	-81 Reduced 2.62%	3,011 $272,000
Q4 2022 Jan 26, 2023	BUY	$79.44 - $90.48 $245,628 - $279,764	3,092 New	3,092 $0
Q2 2021 Aug 10, 2021	SELL	$92.76 - $98.86 $1.21 Million - $1.29 Million	-13,004 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	$74.05 - $86.22 $962,946 - $1.12 Million	13,004 New	13,004 $1.12 Million

Others Institutions Holding ITOT

# of Institutions

1,337

Shares Held

302M

Call Options Held

97.2K

Put Options Held

16.1K

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 Us Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Financial Advisors, LLC with notifications on news.

Account

Us Financial Advisors, LLC Ishares Core S&P Total U.S. St Transaction History