Veritable, L.P. Ishares Core S&P Total U.S. St Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	SELL	$84.12 - $93.15 $2,103 - $2,328	-25 Reduced 0.25%	9,868 $893,000
Q4 2022 Feb 14, 2023	SELL	$79.44 - $90.48 $1.09 Million - $1.24 Million	-13,695 Reduced 58.06%	9,893 $838,000
Q3 2022 Nov 14, 2022	BUY	$79.54 - $95.9 $1.09 Million - $1.31 Million	13,695 Added 138.43%	23,588 $1.88 Million
Q1 2022 May 11, 2022	SELL	$93.09 - $107.63 $4,654 - $5,381	-50 Reduced 0.5%	9,893 $999,000
Q3 2021 Nov 15, 2021	SELL	$97.33 - $103.96 $350,388 - $374,256	-3,600 Reduced 26.58%	9,943 $978,000
Q2 2021 Aug 16, 2021	SELL	$92.76 - $98.86 $99,717 - $106,274	-1,075 Reduced 7.35%	13,543 $1.34 Million
Q1 2021 May 17, 2021	BUY	$85.12 - $92.58 $14,896 - $16,201	175 Added 1.21%	14,618 $1.34 Million
Q4 2020 Feb 11, 2021	SELL	$74.05 - $86.22 $114,407 - $133,209	-1,545 Reduced 9.66%	14,443 $1.25 Million
Q1 2020 May 13, 2020	BUY	$49.67 - $76.42 $369,793 - $568,946	7,445 Added 87.15%	15,988 $915,000
Q4 2019 Feb 14, 2020	BUY	$65.12 - $72.96 $65 - $72	1 Added 0.01%	8,543 $621,000
Q3 2019 Nov 12, 2019	BUY	$64.37 - $68.57 $549,848 - $585,724	8,542 New	8,542 $573,000

Others Institutions Holding ITOT

# of Institutions

1,378

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

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