A detailed history of Zrc Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 4,513 shares of ITOT stock, worth $541,740. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,513
Previous 5,697 20.78%
Holding current value
$541,740
Previous $537 Million 3.03%
% of portfolio
0.26%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$103.16 - $115.3 $122,141 - $136,515
-1,184 Reduced 20.78%
4,513 $520 Million
Q4 2023

Jan 16, 2024

BUY
$90.04 - $105.69 $38,267 - $44,918
425 Added 8.06%
5,697 $537 Million
Q3 2023

Oct 10, 2023

SELL
$93.72 - $101.39 $1,124 - $1,216
-12 Reduced 0.23%
5,272 $497 Million
Q2 2023

Jul 06, 2023

SELL
$89.03 - $97.84 $15,758 - $17,317
-177 Reduced 3.24%
5,284 $517 Million
Q1 2023

May 04, 2023

BUY
$84.12 - $93.15 $459,379 - $508,692
5,461 New
5,461 $495 Million

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 Zrc Wealth Management, LLC Portfolio

Follow Zrc Wealth Management, LLC 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 Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.