BRIGGS ADVISORY GROUP, INC. ITOT Holdings History
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 $138.75, BRIGGS ADVISORY GROUP, INC.'s estimated gain on his ITOT holdings is $11.30 Mil, reflecting a 40.02% gain to date.
BRIGGS ADVISORY GROUP, INC. ITOT ($138.75) Holding Chart
BRIGGS ADVISORY GROUP, INC. 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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