BCGM Wealth Management, LLC ITOT Holdings History
BCGM Wealth Management, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, BCGM Wealth Management, LLC held 239,995.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $29.28 Mil. This investment constitutes 9% of their stock portfolio, and BCGM Wealth Management, LLC now holds 0.05% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2020Q4. And since then BCGM Wealth Management, LLC has made 3 purchases of ITOT, at an average price of $102.85, for a total of 346,731.00 shares. In addition, there have been 5 sales at an average price of $111.94 for 106,736.00 shares. Based on historical transaction data and ITOT's current price of $138.75, BCGM Wealth Management, LLC's estimated gain on his ITOT holdings is $9.59 Mil, reflecting a 26.88% gain to date.
BCGM Wealth Management, LLC ITOT ($138.75) Holding Chart
BCGM Wealth Management, LLC ITOT ($138.75) 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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