MAGNOLIA CAPITAL ADVISORS LLC ITOT Holdings History
MAGNOLIA CAPITAL ADVISORS LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, MAGNOLIA CAPITAL ADVISORS LLC held 19,150.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $2.34 Mil. This investment constitutes 0.63% of their stock portfolio, and MAGNOLIA CAPITAL ADVISORS LLC now holds 0% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2019Q4. And since then MAGNOLIA CAPITAL ADVISORS LLC has made 9 purchases of ITOT, at an average price of $117.68, for a total of 179,573.00 shares. In addition, there have been 8 sales at an average price of $122.30 for 160,423.00 shares. Based on historical transaction data and ITOT's current price of $138.81, MAGNOLIA CAPITAL ADVISORS LLC's estimated gain on his ITOT holdings is $1.15 Mil, reflecting a 5.43% gain to date.
MAGNOLIA CAPITAL ADVISORS LLC ITOT ($138.81) Holding Chart
MAGNOLIA CAPITAL ADVISORS LLC 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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