Wealth Plan Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Wealth Plan Partners, LLC

$591 Million
Q3 2025

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,587 shares of ITOT stock, worth $232,257. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,587

Holding current value

$232,257

% of portfolio

0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$135.0 - $146.02 $214,245 - $231,733	1,587 New	1,587 $231,000
Q3 2024 Nov 05, 2024	SELL	$113.41 - $125.62 $18,145 - $20,099	-160 Reduced 2.71%	5,752 $723 Million
Q2 2024 Aug 09, 2024	SELL	$108.78 - $119.23 $5,221 - $5,723	-48 Reduced 0.81%	5,912 $702 Million
Q1 2024 May 07, 2024	SELL	$103.16 - $115.3 $11,553 - $12,913	-112 Reduced 1.84%	5,960 $687 Million
Q4 2023 Jan 05, 2024	SELL	$90.04 - $105.69 $25,031 - $29,381	-278 Reduced 4.38%	6,072 $639 Million

Q3 2023 Nov 01, 2023	BUY	$93.72 - $101.39 $159,792 - $172,869	1,705 Added 36.71%	6,350 $598 Million
Q2 2023 Jul 31, 2023	SELL	$89.03 - $97.84 $46,918 - $51,561	-527 Reduced 10.19%	4,645 $454 Million
Q4 2022 Feb 16, 2023	BUY	$79.44 - $90.48 $18,827 - $21,443	237 Added 4.8%	5,172 $476 Million
Q1 2022 May 03, 2022	BUY	$93.09 - $107.63 $2,699 - $3,121	29 Added 0.59%	4,935 $453,000
Q4 2021 Feb 01, 2022	SELL	$98.24 - $107.61 $17,486 - $19,154	-178 Reduced 3.5%	4,906 $494,000
Q3 2021 Dec 09, 2021	SELL	$97.33 - $103.96 $55,575 - $59,361	-571 Reduced 10.1%	5,084 $500,000
Q2 2021 Aug 19, 2021	BUY	$92.76 - $98.86 $371 - $395	4 Added 0.07%	5,655 $575,000
Q1 2021 May 11, 2021	BUY	$85.12 - $92.58 $9,022 - $9,813	106 Added 1.91%	5,651 $541,000
Q4 2020 Feb 09, 2021	SELL	$74.05 - $86.22 $43,689 - $50,869	-590 Reduced 9.62%	5,545 $498,000
Q3 2020 Dec 18, 2020	SELL	$69.81 - $80.47 $45,795 - $52,788	-656 Reduced 9.66%	6,135 $492,000
Q2 2020 Aug 19, 2020	SELL	$54.49 - $72.8 $34,764 - $46,446	-638 Reduced 8.59%	6,791 $516,000
Q1 2020 May 15, 2020	SELL	$49.67 - $76.42 $1,887 - $2,903	-38 Reduced 0.51%	7,429 $471,000
Q4 2019 Feb 14, 2020	SELL	$65.12 - $72.96 $63,882 - $71,573	-981 Reduced 11.61%	7,467 $568,000
Q3 2019 Nov 15, 2019	BUY	$64.37 - $68.57 $18,087 - $19,268	281 Added 3.44%	8,448 $590,000
Q2 2019 Aug 19, 2019	BUY	$62.47 - $67.06 $243,070 - $260,930	3,891 Added 91.0%	8,167 $542,000
Q1 2019 May 16, 2019	BUY	$55.45 - $64.92 $39,036 - $45,703	704 Added 19.71%	4,276 $278,000
Q4 2018 Feb 20, 2019	SELL	$53.25 - $66.76 $4,153 - $5,207	-78 Reduced 2.14%	3,572 $227,000
Q3 2018 Nov 21, 2018	BUY	$62.51 - $67.36 $228,161 - $245,864	3,650 New	3,650 $220,000

Others Institutions Holding ITOT

# of Institutions

1,705

Shares Held

334M

Call Options Held

61.7K

Put Options Held

36K

View Full List

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

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Wealth Plan Partners, LLC Ishares Core S&P Total U.S. St Transaction History