CATALYST PRIVATE WEALTH, LLC ITOT Holdings History
CATALYST PRIVATE WEALTH, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, CATALYST PRIVATE WEALTH, LLC held 213,895.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $26.10 Mil. This investment constitutes 12.71% of their stock portfolio, and CATALYST PRIVATE WEALTH, LLC now holds 0.04% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2020Q3. And since then CATALYST PRIVATE WEALTH, LLC has made 12 purchases of ITOT, at an average price of $95.72, for a total of 314,521.00 shares. In addition, there have been 7 sales at an average price of $92.76 for 100,626.00 shares. Based on historical transaction data and ITOT's current price of $135.76, CATALYST PRIVATE WEALTH, LLC's estimated gain on his ITOT holdings is $8.27 Mil, reflecting a 27.46% gain to date.
CATALYST PRIVATE WEALTH, LLC ITOT ($135.76) Holding Chart
CATALYST PRIVATE WEALTH, LLC ITOT ($135.76) 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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