Avalon Advisory Group ITOT Holdings History
Avalon Advisory Group's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, Avalon Advisory Group held 58,490.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $7.90 Mil. This investment constitutes 3.39% of their stock portfolio, and Avalon Advisory Group 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 2020Q1. And since then Avalon Advisory Group has made 8 purchases of ITOT, at an average price of $84.36, for a total of 103,452.00 shares. In addition, there have been 13 sales at an average price of $92.66 for 44,962.00 shares. Based on historical transaction data and ITOT's current price of $137.43, Avalon Advisory Group's estimated gain on his ITOT holdings is $3.48 Mil, reflecting a 39.84% gain to date.
Avalon Advisory Group ITOT ($137.43) Holding Chart
Avalon Advisory Group ITOT ($137.43) 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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