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

Us Financial Advisors, LLC

$338 Million
Q1 2025

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 1,840 shares of ITOT stock, worth $266,045. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,840

Previous 1,840 -0.0%

Holding current value

$266,045

Previous $236,000 5.08%

% of portfolio

0.07%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$124.26 - $134.12 $7,455 - $8,047	-60 Reduced 3.16%	1,840 $236,000
Q3 2024 Oct 31, 2024	SELL	$113.41 - $125.62 $34,023 - $37,686	-300 Reduced 13.64%	1,900 $238,000
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

1,644

Shares Held

325M

Call Options Held

69.1K

Put Options Held

33.4K

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

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