Heritage Financial Services, LLC ITOT Holdings History
Heritage Financial Services, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, Heritage Financial Services, LLC held 133,906.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $18.08 Mil. This investment constitutes 1.74% of their stock portfolio, and Heritage Financial Services, LLC now holds 0.03% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2021Q4. And since then Heritage Financial Services, LLC has made 4 purchases of ITOT, at an average price of $102.12, for a total of 214,848.00 shares. In addition, there have been 9 sales at an average price of $111.90 for 80,942.00 shares. Based on historical transaction data and ITOT's current price of $137.64, Heritage Financial Services, LLC's estimated gain on his ITOT holdings is $5.55 Mil, reflecting a 25.29% gain to date.
Heritage Financial Services, LLC ITOT ($137.64) Holding Chart
Heritage Financial Services, 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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