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

Wr Wealth Planners, LLC

$301 Million
Q4 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 280 shares of ITOT stock, worth $34,540. This represents 0.01% of its overall portfolio holdings.

Number of Shares

280

Previous 1,409 80.13%

Holding current value

$34,540

Previous $176,000 79.55%

% of portfolio

0.01%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$124.26 - $134.12 $140,289 - $151,421	-1,129 Reduced 80.13%	280 $36,000
Q3 2024 Oct 17, 2024	BUY	$113.41 - $125.62 $29,146 - $32,284	257 Added 22.31%	1,409 $176,000
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
Q3 2022 Oct 10, 2024	BUY	$79.54 - $95.9 $27,918 - $33,660	351 Added 30.47%	1,503 $120 Million
Q1 2022 Oct 17, 2024	BUY	$93.09 - $107.63 $8,750 - $10,117	94 Added 6.67%	1,503 $152 Million

Others Institutions Holding ITOT

# of Institutions

1,541

Shares Held

303M

Call Options Held

53K

Put Options Held

29.4K

View Full List

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

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