CHERRYDALE WEALTH MANAGEMENT, LLC ITOT Holdings History
CHERRYDALE WEALTH MANAGEMENT, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, CHERRYDALE WEALTH MANAGEMENT, LLC held 195,343.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $23.83 Mil. This investment constitutes 9.42% of their stock portfolio, and CHERRYDALE WEALTH MANAGEMENT, 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 2022Q2. And since then CHERRYDALE WEALTH MANAGEMENT, LLC has made 9 purchases of ITOT, at an average price of $94.84, for a total of 209,243.00 shares. In addition, there have been 3 sales at an average price of $103.79 for 13,900.00 shares. Based on historical transaction data and ITOT's current price of $136.82, CHERRYDALE WEALTH MANAGEMENT, LLC's estimated gain on his ITOT holdings is $8.32 Mil, reflecting a 41.95% gain to date.
CHERRYDALE WEALTH MANAGEMENT, LLC ITOT ($136.82) Holding Chart
CHERRYDALE WEALTH MANAGEMENT, LLC ITOT ($136.82) 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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