Valtinson Bruner Financial Planning LLC Ishares Core S&P Total U.S. St Transaction History

Valtinson Bruner Financial Planning LLC

  • $242 Million
  • Q4 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 3,268 shares of ITOT stock, worth $396,702. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,268
Previous 3,628 9.92%
Holding current value
$396,702
Previous $455,000 7.69%
% of portfolio
0.17%
Previous 0.2%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$124.26 - $134.12 $44,733 - $48,283
-360 Reduced 9.92%
3,268 $420,000
Q4 2023

Feb 06, 2024
BUY
$90.04 - $105.69 $4,321 - $5,073
48 Added 1.34%
3,628 $381,000
Q2 2023

Jul 24, 2023
SELL
$89.03 - $97.84 $5,341 - $5,870
-60 Reduced 1.65%
3,580 $350,000
Q1 2023

May 05, 2023
SELL
$84.12 - $93.15 $4,206 - $4,657
-50 Reduced 1.36%
3,640 $329,000
Q2 2022

Aug 08, 2022
SELL
$80.96 - $102.19 $809 - $1,021
-10 Reduced 0.27%
3,690 $309,000
Q1 2022

Apr 15, 2022
SELL
$93.09 - $107.63 $8,005 - $9,256
-86 Reduced 2.27%
3,700 $362,000
Q4 2021

Jan 18, 2022
SELL
$98.24 - $107.61 $3,831 - $4,196
-39 Reduced 1.02%
3,786 $405,000
Q3 2021

Oct 21, 2021
SELL
$97.33 - $103.96 $8,273 - $8,836
-85 Reduced 2.17%
3,825 $397,000
Q2 2021

Jul 28, 2021
SELL
$92.76 - $98.86 $190,343 - $202,860
-2,052 Reduced 34.42%
3,910 $393,000
Q1 2021

Apr 16, 2021
BUY
$85.12 - $92.58 $202,160 - $219,877
2,375 Added 66.21%
5,962 $572,000
Q2 2020

Aug 10, 2020
SELL
$54.49 - $72.8 $274,084 - $366,184
-5,030 Reduced 58.37%
3,587 $270,000
Q1 2020

May 05, 2020
SELL
$49.67 - $76.42 $25,828 - $39,738
-520 Reduced 5.69%
8,617 $544,000
Q4 2019

Jan 07, 2020
BUY
$65.12 - $72.96 $23,508 - $26,338
361 Added 4.11%
9,137 $668,000
Q3 2019

Oct 17, 2019
SELL
$64.37 - $68.57 $2,639 - $2,811
-41 Reduced 0.47%
8,776 $588,000
Q1 2019

Apr 22, 2019
BUY
$55.45 - $64.92 $54,230 - $63,491
978 Added 12.48%
8,817 $568,000
Q4 2018

Jan 29, 2019
BUY
$53.25 - $66.76 $417,426 - $523,331
7,839 New
7,839 $445,000

Others Institutions Holding ITOT

# of Institutions
1,548
Shares Held
313M
Call Options Held
53K
Put Options Held
29.4K
View Full List

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

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
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