Evensky & Katz LLC ITOT Holdings History
Evensky & Katz LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Evensky & Katz LLC held 1.42 Mil shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $173.63 Mil. This investment constitutes 11.65% of their stock portfolio, and Evensky & Katz LLC now holds 0.27% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2015Q1. And since then Evensky & Katz LLC has made 26 purchases of ITOT, at an average price of $89.23, for a total of 1.85 Mil shares. In addition, there have been 5 sales at an average price of $87.84 for 427,421.00 shares. Based on historical transaction data and ITOT's current price of $136.50, Evensky & Katz LLC's estimated gain on his ITOT holdings is $66.67 Mil, reflecting a 40.37% gain to date.
Evensky & Katz LLC ITOT ($136.50) Holding Chart
Evensky & Katz LLC ITOT ($136.50) 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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