LJI Wealth Management, LLC ITOT Holdings History
LJI Wealth Management, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, LJI Wealth Management, LLC held 1.04 Mil shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $126.61 Mil. This investment constitutes 25.21% of their stock portfolio, and LJI Wealth Management, LLC now holds 0.2% 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 LJI Wealth Management, LLC has made 8 purchases of ITOT, at an average price of $93.19, for a total of 2.22 Mil shares. In addition, there have been 1 sales at an average price of $98.27 for 1.18 Mil shares. Based on historical transaction data and ITOT's current price of $138.75, LJI Wealth Management, LLC's estimated gain on his ITOT holdings is $53.28 Mil, reflecting a 25.75% gain to date.
LJI Wealth Management, LLC ITOT ($138.75) Holding Chart
LJI Wealth Management, LLC ITOT ($138.75) 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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