Executive Wealth Management, LLC ITOT Holdings History
Executive Wealth Management, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2024-12-31, Executive Wealth Management, LLC held 515,976.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $66.36 Mil. This investment constitutes 5.2% of their stock portfolio, and Executive Wealth Management, LLC now holds 0.1% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2018Q4. And since then Executive Wealth Management, LLC has made 9 purchases of ITOT, at an average price of $87.50, for a total of 2.23 Mil shares. In addition, there have been 15 sales at an average price of $98.10 for 1.71 Mil shares. Based on historical transaction data and ITOT's current price of $137.64, Executive Wealth Management, LLC's estimated gain on his ITOT holdings is $44.02 Mil, reflecting a 22.59% gain to date.
Executive Wealth Management, LLC ITOT ($137.64) Holding Chart
Executive Wealth Management, LLC ITOT ($137.64) 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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