Wetherby Asset Management Inc Ishares Core S&P Total U.S. St Transaction History

Wetherby Asset Management Inc

$2.04 Billion
Q4 2024

A detailed history of Wetherby Asset Management Inc transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wetherby Asset Management Inc holds 9,974 shares of ITOT stock, worth $1.23 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,974

Previous 5,528 80.43%

Holding current value

$1.23 Million

Previous $694,000 84.73%

% of portfolio

0.06%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$124.26 - $134.12 $552,459 - $596,297	4,446 Added 80.43%	9,974 $1.28 Million
Q2 2024 Aug 14, 2024	BUY	$108.78 - $119.23 $4,133 - $4,530	38 Added 0.69%	5,528 $656,000
Q3 2023 Nov 14, 2023	BUY	$93.72 - $101.39 $47,703 - $51,607	509 Added 10.22%	5,490 $517,000
Q2 2022 Aug 15, 2022	BUY	$80.96 - $102.19 $403,261 - $509,008	4,981 New	4,981 $417,000
Q1 2018 May 04, 2018	SELL	$58.94 - $65.4 $17,033 - $18,900	-289 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$57.99 - $61.7 $173 - $185	3 Added 1.05%	289 $18,000
Q3 2017 Nov 13, 2017	BUY	$57.1 - $57.63 $16,330 - $16,482	286	286 $16,000

Others Institutions Holding ITOT

# of Institutions

1,542

Shares Held

303M

Call Options Held

53K

Put Options Held

29.4K

View Full List

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

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Wetherby Asset Management Inc Ishares Core S&P Total U.S. St Transaction History