Wealth Trust Axiom LLC Ishares Core S&P Total U.S. St Transaction History

Wealth Trust Axiom LLC

  • $321 Million
  • Q1 2025

A detailed history of Wealth Trust Axiom LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 1,937 shares of ITOT stock, worth $249,291. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,937
Previous 1,997 3.0%
Holding current value
$249,291
Previous $256,000 7.81%
% of portfolio
0.07%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$120.29 - $134.6 $7,217 - $8,076
-60 Reduced 3.0%
1,937 $236,000
Q3 2024

Nov 13, 2024
BUY
$113.41 - $125.62 $18,372 - $20,350
162 Added 8.83%
1,997 $250,000
Q1 2024

May 10, 2024
BUY
$103.16 - $115.3 $189,298 - $211,575
1,835 New
1,835 $211,000

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

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Wealth Trust Axiom LLC Portfolio

Follow Wealth Trust Axiom LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Trust Axiom LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Trust Axiom LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email