Baron Silver Stevens Financial Advisors, LLC ITOT Holdings History
Baron Silver Stevens Financial Advisors, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, Baron Silver Stevens Financial Advisors, LLC held 95,976.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $12.96 Mil. This investment constitutes 2.08% of their stock portfolio, and Baron Silver Stevens Financial Advisors, LLC now holds 0.02% 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 Baron Silver Stevens Financial Advisors, LLC has made 12 purchases of ITOT, at an average price of $89.78, for a total of 121,220.00 shares. In addition, there have been 6 sales at an average price of $94.65 for 25,244.00 shares. Based on historical transaction data and ITOT's current price of $137.38, Baron Silver Stevens Financial Advisors, LLC's estimated gain on his ITOT holdings is $4.69 Mil, reflecting a 43.10% gain to date.
Baron Silver Stevens Financial Advisors, LLC ITOT ($137.38) Holding Chart
Baron Silver Stevens Financial Advisors, LLC ITOT ($137.38) 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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