Wr Wealth Planners, LLC Ishares Core S&P Total U.S. St Transaction History

Wr Wealth Planners, LLC

$318 Million
Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,152 shares of ITOT stock, worth $142,145. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,152

Previous 1,129 2.04%

Holding current value

$142,145

Previous $130,000 4.62%

% of portfolio

0.04%

Previous 0.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$108.78 - $119.23 $2,501 - $2,742	23 Added 2.04%	1,152 $136,000
Q1 2024 Jul 31, 2024	BUY	$103.16 - $115.3 $116,467 - $130,173	1,129 New	1,129 $130,000
Q2 2023 Aug 01, 2024	BUY	$89.03 - $97.84 $24,661 - $27,101	277 Added 24.05%	1,429 $140 Million
Q1 2023 Aug 01, 2024	BUY	$84.12 - $93.15 $29,526 - $32,695	351 Added 30.47%	1,503 $136 Million

Others Institutions Holding ITOT

# of Institutions

1,335

Shares Held

302M

Call Options Held

97.2K

Put Options Held

16.1K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

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Wr Wealth Planners, LLC Ishares Core S&P Total U.S. St Transaction History