Wealth Management Associates, Inc. Ishares Core S&P Total U.S. St Transaction History

Wealth Management Associates, Inc.

$233 Billion
Q1 2025

A detailed history of Wealth Management Associates, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 36,290 shares of ITOT stock, worth $4.66 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares

36,290

Previous 35,560 2.05%

Holding current value

$4.66 Million

Previous $4.57 Billion 3.19%

% of portfolio

1.9%

Previous 1.95%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 28, 2025	BUY	$120.29 - $134.6 $87,811 - $98,258	730 Added 2.05%	36,290 $4.43 Billion
Q4 2024 May 28, 2025	BUY	$124.26 - $134.12 $65,485 - $70,681	527 Added 1.5%	35,560 $4.57 Billion
Q3 2024 May 28, 2025	BUY	$113.41 - $125.62 $66,685 - $73,864	588 Added 1.71%	35,033 $4.4 Billion
Q1 2024 May 28, 2025	SELL	$103.16 - $115.3 $153,605 - $171,681	-1,489 Reduced 4.14%	34,445 $4.09 Billion
Q4 2023 May 28, 2025	SELL	$90.04 - $105.69 $29,803 - $34,983	-331 Reduced 0.91%	35,934 $3.78 Billion
Q3 2023 May 28, 2025	SELL	$93.72 - $101.39 $15,651 - $16,932	-167 Reduced 0.46%	36,265 $3.42 Billion
Q2 2023 May 28, 2025	SELL	$89.03 - $97.84 $47,096 - $51,757	-529 Reduced 1.43%	36,432 $3.56 Billion
Q1 2023 May 28, 2025	SELL	$84.12 - $93.15 $23,890 - $26,454	-284 Reduced 0.76%	36,961 $3.35 Billion
Q4 2022 May 28, 2025	SELL	$79.44 - $90.48 $19,303 - $21,986	-243 Reduced 0.65%	37,245 $3.16 Billion
Q3 2022 May 28, 2025	SELL	$79.54 - $95.9 $2,545 - $3,068	-32 Reduced 0.09%	37,488 $2.98 Billion
Q2 2022 May 28, 2025	SELL	$80.96 - $102.19 $67,763 - $85,533	-837 Reduced 2.18%	37,520 $3.14 Billion
Q1 2022 May 28, 2025	SELL	$93.09 - $107.63 $80,336 - $92,884	-863 Reduced 2.2%	38,357 $3.87 Billion
Q4 2021 May 28, 2025	SELL	$98.24 - $107.61 $48,235 - $52,836	-491 Reduced 1.24%	39,220 $4.2 Billion
Q3 2021 May 28, 2025	BUY	$97.33 - $103.96 $67,157 - $71,732	690 Added 1.77%	39,711 $3.91 Billion
Q2 2021 May 28, 2025	SELL	$92.76 - $98.86 $85,339 - $90,951	-920 Reduced 2.3%	39,021 $3.85 Billion
Q1 2021 May 28, 2025	SELL	$85.12 - $92.58 $29,281 - $31,847	-344 Reduced 0.85%	39,941 $3.66 Billion
Q4 2020 May 28, 2025	SELL	$74.05 - $86.22 $19,253 - $22,417	-260 Reduced 0.64%	40,285 $3.47 Billion
Q3 2020 May 28, 2025	SELL	$69.81 - $80.47 $31,065 - $35,809	-445 Reduced 1.09%	40,545 $3.06 Billion
Q2 2020 May 28, 2025	SELL	$54.49 - $72.8 $420,880 - $562,307	-7,724 Reduced 15.86%	40,990 $2.85 Billion
Q1 2020 May 28, 2025	SELL	$49.67 - $76.42 $29,652 - $45,622	-597 Reduced 1.21%	48,714 $2.79 Billion
Q4 2019 May 28, 2025	BUY	$65.12 - $72.96 $122,165 - $136,872	1,876 Added 3.95%	49,311 $3.58 Billion
Q3 2019 May 28, 2025	BUY	$64.37 - $68.57 $69,262 - $73,781	1,076 Added 2.32%	47,435 $3.18 Billion
Q2 2019 May 28, 2025	BUY	$62.47 - $67.06 $220,956 - $237,191	3,537 Added 8.26%	46,359 $3.09 Billion
Q1 2019 May 28, 2025	BUY	$55.45 - $64.92 $317,395 - $371,602	5,724 Added 15.43%	42,822 $2.76 Billion
Q4 2018 May 28, 2025	BUY	$53.25 - $66.76 $1.98 Million - $2.48 Million	37,098 New	37,098 $2.11 Billion

Others Institutions Holding ITOT

# of Institutions

1,575

Shares Held

320M

Call Options Held

67.9K

Put Options Held

29K

View Full List

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

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Wealth Management Associates, Inc. Ishares Core S&P Total U.S. St Transaction History