A&I FINANCIAL SERVICES, LLC ITOT Holdings History
A&I FINANCIAL SERVICES, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, A&I FINANCIAL SERVICES, LLC held 54,724.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $6.68 Mil. This investment constitutes 4.52% of their stock portfolio, and A&I FINANCIAL SERVICES, LLC now holds 0.01% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2018Q2. And since then A&I FINANCIAL SERVICES, LLC has made 6 purchases of ITOT, at an average price of $70.15, for a total of 99,071.00 shares. In addition, there have been 2 sales at an average price of $67.08 for 44,347.00 shares. Based on historical transaction data and ITOT's current price of $133.62, A&I FINANCIAL SERVICES, LLC's estimated gain on his ITOT holdings is $3.34 Mil, reflecting a 48.02% gain to date.
A&I FINANCIAL SERVICES, LLC ITOT ($133.62) Holding Chart
A&I FINANCIAL SERVICES, LLC ITOT ($133.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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