Heritage Wealth Advisors ITOT Holdings History
Heritage Wealth Advisors's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Heritage Wealth Advisors held 527,685.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $64.38 Mil. This investment constitutes 3.26% of their stock portfolio, and Heritage Wealth Advisors 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 2018Q3. And since then Heritage Wealth Advisors has made 6 purchases of ITOT, at an average price of $74.52, for a total of 910,075.00 shares. In addition, there have been 21 sales at an average price of $89.41 for 382,390.00 shares. Based on historical transaction data and ITOT's current price of $138.81, Heritage Wealth Advisors's estimated gain on his ITOT holdings is $39.62 Mil, reflecting a 58.42% gain to date.
Heritage Wealth Advisors ITOT ($138.81) Holding Chart
Heritage Wealth Advisors ITOT ($138.81) 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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