Goldstein Advisors, LLC ITOT Holdings History
Goldstein Advisors, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Goldstein Advisors, LLC held 756,965.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $92.36 Mil. This investment constitutes 13.51% of their stock portfolio, and Goldstein Advisors, LLC now holds 0.14% 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 Goldstein Advisors, LLC has made 5 purchases of ITOT, at an average price of $87.46, for a total of 880,852.00 shares. In addition, there have been 4 sales at an average price of $120.50 for 123,887.00 shares. Based on historical transaction data and ITOT's current price of $137.64, Goldstein Advisors, LLC's estimated gain on his ITOT holdings is $42.08 Mil, reflecting a 54.62% gain to date.
Goldstein Advisors, LLC ITOT ($137.64) Holding Chart
Goldstein Advisors, 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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