Vista Wealth Management Group, LLC Ishares Core S&P Total U.S. St Transaction History

Vista Wealth Management Group, LLC

$1.47 Billion
Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 4,360 shares of ITOT stock, worth $630,412. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,360

Previous 4,360 -0.0%

Holding current value

$630,412

Previous $560,000 5.18%

% of portfolio

0.04%

Previous 0.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$124.26 - $134.12 $9,443 - $10,193	-76 Reduced 1.71%	4,360 $560,000
Q3 2024 Nov 06, 2024	SELL	$113.41 - $125.62 $22,341 - $24,747	-197 Reduced 4.25%	4,436 $557,000
Q2 2024 Jul 30, 2024	SELL	$108.78 - $119.23 $24,693 - $27,065	-227 Reduced 4.67%	4,633 $550,000
Q1 2023 May 04, 2023	BUY	$84.12 - $93.15 $408,823 - $452,709	4,860 New	4,860 $440,000

Others Institutions Holding ITOT

# of Institutions

1,644

Shares Held

325M

Call Options Held

69.1K

Put Options Held

33.4K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

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Vista Wealth Management Group, LLC Ishares Core S&P Total U.S. St Transaction History