DELAP WEALTH ADVISORY, LLC ITOT Holdings History
DELAP WEALTH ADVISORY, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, DELAP WEALTH ADVISORY, LLC held 169,038.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $20.62 Mil. This investment constitutes 11.5% of their stock portfolio, and DELAP WEALTH ADVISORY, LLC now holds 0.03% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2022Q4. And since then DELAP WEALTH ADVISORY, LLC has made 5 purchases of ITOT, at an average price of $95.52, for a total of 265,347.00 shares. In addition, there have been 4 sales at an average price of $111.51 for 96,309.00 shares. Based on historical transaction data and ITOT's current price of $137.38, DELAP WEALTH ADVISORY, LLC's estimated gain on his ITOT holdings is $8.62 Mil, reflecting a 33.99% gain to date.
DELAP WEALTH ADVISORY, LLC ITOT ($137.38) Holding Chart
DELAP WEALTH ADVISORY, 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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