Asset Dedication, LLC ITOT Holdings History
Asset Dedication, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Asset Dedication, LLC held 92,072.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $11.23 Mil. This investment constitutes 0.91% of their stock portfolio, and Asset Dedication, LLC now holds 0.02% 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 Asset Dedication, LLC has made 10 purchases of ITOT, at an average price of $73.15, for a total of 608,320.00 shares. In addition, there have been 19 sales at an average price of $80.81 for 516,248.00 shares. Based on historical transaction data and ITOT's current price of $134.82, Asset Dedication, LLC's estimated gain on his ITOT holdings is $9.63 Mil, reflecting a 21.64% gain to date.
Asset Dedication, LLC ITOT ($134.82) Holding Chart
Asset Dedication, LLC ITOT ($134.82) 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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