Number of Shares
276,498.00
Current Holdings Value*
$26.04 Mil
% of Portfolio
14.91%
Total Estimate Gain
$11.32 Mil
% of Total Estimate Gain
40.08%

BRIGGS ADVISORY GROUP, INC.'s iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2023-09-30, BRIGGS ADVISORY GROUP, INC. held 276,498.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $26.04 Mil. This investment constitutes 14.91% of their stock portfolio, and BRIGGS ADVISORY GROUP, INC. now holds 0.06% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.

The initial trade took place in 2021Q4. And since then BRIGGS ADVISORY GROUP, INC. has made 6 purchases of ITOT, at an average price of $97.27, for a total of 290,264.00 shares. In addition, there have been 1 sales at an average price of $85.04 for 13,766.00 shares. Based on historical transaction data and ITOT's current price of $138.81, BRIGGS ADVISORY GROUP, INC.'s estimated gain on his ITOT holdings is $11.32 Mil, reflecting a 40.08% gain to date.

BRIGGS ADVISORY GROUP, INC. ITOT ($138.81) Holding Chart

BRIGGS ADVISORY GROUP, INC. ITOT ($138.81) 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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