Johnson Bixby & Associates, LLC ITOT Holdings History
Johnson Bixby & Associates, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, Johnson Bixby & Associates, LLC held 711,669.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $96.10 Mil. This investment constitutes 13.2% of their stock portfolio, and Johnson Bixby & Associates, 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 2020Q4. And since then Johnson Bixby & Associates, LLC has made 12 purchases of ITOT, at an average price of $86.32, for a total of 916,149.00 shares. In addition, there have been 6 sales at an average price of $114.43 for 204,480.00 shares. Based on historical transaction data and ITOT's current price of $137.38, Johnson Bixby & Associates, LLC's estimated gain on his ITOT holdings is $42.09 Mil, reflecting a 53.22% gain to date.
Johnson Bixby & Associates, LLC ITOT ($137.38) Holding Chart
Johnson Bixby & Associates, 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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