A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 5,428 shares of ITOT stock, worth $678,771. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,428
Previous 5,468 0.73%
Holding current value
$678,771
Previous $630,000 2.22%
% of portfolio
0.37%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$108.78 - $119.23 $4,351 - $4,769
-40 Reduced 0.73%
5,428 $644,000
Q1 2024

Apr 23, 2024

BUY
$103.16 - $115.3 $27,234 - $30,439
264 Added 5.07%
5,468 $630,000
Q4 2023

Jan 31, 2024

BUY
$90.04 - $105.69 $468,568 - $550,010
5,204 New
5,204 $548,000

Others Institutions Holding ITOT

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Wetzel Investment Advisors, Inc. Portfolio

Follow Wetzel Investment Advisors, Inc. 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 Wetzel Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wetzel Investment Advisors, Inc. with notifications on news.