HMV Wealth Advisors, LLC ITOT Holdings History
HMV Wealth Advisors, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, HMV Wealth Advisors, LLC held 36,436.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $4.45 Mil. This investment constitutes 3.53% of their stock portfolio, and HMV Wealth Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2024Q4. And since then HMV Wealth Advisors, LLC has made 1 purchases of ITOT, at an average price of $129.26, for a total of 36,436.00 shares. Based on historical transaction data and ITOT's current price of $137.38, HMV Wealth Advisors, LLC's estimated gain on his ITOT holdings is $295,975.14, reflecting a 6.28% gain to date.
HMV Wealth Advisors, LLC ITOT ($137.38) Holding Chart
HMV Wealth Advisors, 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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