Number of Shares
209,004.00
Current Holdings Value*
$25.50 Mil
% of Portfolio
1.38%
Total Estimate Gain
$5.29 Mil
% of Total Estimate Gain
20.70%

GM Advisory Group, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-03-31, GM Advisory Group, LLC held 209,004.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $25.50 Mil. This investment constitutes 1.38% of their stock portfolio, and GM Advisory Group, 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 GM Advisory Group, LLC has made 12 purchases of ITOT, at an average price of $111.03, for a total of 230,405.00 shares. In addition, there have been 5 sales at an average price of $101.10 for 21,401.00 shares. Based on historical transaction data and ITOT's current price of $137.38, GM Advisory Group, LLC's estimated gain on his ITOT holdings is $5.29 Mil, reflecting a 20.70% gain to date.

GM Advisory Group, LLC ITOT ($137.38) Holding Chart

GM Advisory Group, 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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