BIEGEL & WALLER LLC ITOT Holdings History
BIEGEL & WALLER LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2019-09-30, BIEGEL & WALLER LLC held 354,462.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $23.77 Mil. This investment constitutes 13.4% of their stock portfolio, and BIEGEL & WALLER LLC now holds 0.08% 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 BIEGEL & WALLER LLC has made 3 purchases of ITOT, at an average price of $62.07, for a total of 379,604.00 shares. In addition, there have been 3 sales at an average price of $65.45 for 25,142.00 shares. Based on historical transaction data and ITOT's current price of $136.39, BIEGEL & WALLER LLC's estimated gain on his ITOT holdings is $26.43 Mil, reflecting a 112.15% gain to date.
BIEGEL & WALLER LLC ITOT ($136.39) Holding Chart
BIEGEL & WALLER LLC ITOT ($136.39) 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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