Whitaker Myers Wealth Managers, Ltd. Ishares Core S&P Total U.S. St Transaction History

Whitaker Myers Wealth Managers, Ltd.

$343 Billion
Q4 2024

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 14,032 shares of ITOT stock, worth $1.86 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

14,032

Previous 13,642 2.86%

Holding current value

$1.86 Million

Previous $1.71 Billion 5.32%

% of portfolio

0.53%

Previous 0.57%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$124.26 - $134.12 $48,461 - $52,306	390 Added 2.86%	14,032 $1.8 Billion
Q3 2024 Oct 18, 2024	BUY	$113.41 - $125.62 $1,701 - $1,884	15 Added 0.11%	13,642 $1.71 Billion
Q2 2024 Jul 26, 2024	SELL	$108.78 - $119.23 $101,056 - $110,764	-929 Reduced 6.38%	13,627 $1.62 Billion
Q1 2024 Apr 12, 2024	SELL	$103.16 - $115.3 $24,758 - $27,672	-240 Reduced 1.62%	14,556 $1.68 Billion
Q4 2023 Jan 12, 2024	SELL	$90.04 - $105.69 $21,609 - $25,365	-240 Reduced 1.6%	14,796 $1.56 Billion
Q3 2023 Oct 05, 2023	SELL	$93.72 - $101.39 $99,999 - $108,183	-1,067 Reduced 6.63%	15,036 $1.42 Billion
Q2 2023 Jul 13, 2023	SELL	$89.03 - $97.84 $267 - $293	-3 Reduced 0.02%	16,103 $1.58 Billion
Q1 2023 Apr 21, 2023	SELL	$84.12 - $93.15 $131,816 - $145,966	-1,567 Reduced 8.87%	16,106 $1.46 Billion
Q4 2022 Apr 21, 2023	BUY	$79.44 - $90.48 $1.4 Million - $1.6 Million	17,673 New	17,673 $1.5 Billion

Others Institutions Holding ITOT

# of Institutions

1,400

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

View Full List

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

Ticker ITOT
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Industry ETFs

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Whitaker Myers Wealth Managers, Ltd. Ishares Core S&P Total U.S. St Transaction History