MONEYWISE, INC. ITOT Holdings History
MONEYWISE, INC.'s iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, MONEYWISE, INC. held 90,884.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $12.27 Mil. This investment constitutes 5.75% of their stock portfolio, and MONEYWISE, INC. now holds 0.02% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2024Q1. And since then MONEYWISE, INC. has made 4 purchases of ITOT, at an average price of $112.79, for a total of 139,915.00 shares. In addition, there have been 2 sales at an average price of $125.09 for 49,031.00 shares. Based on historical transaction data and ITOT's current price of $137.38, MONEYWISE, INC.'s estimated gain on his ITOT holdings is $2.84 Mil, reflecting a 17.98% gain to date.
MONEYWISE, INC. ITOT ($137.38) Holding Chart
MONEYWISE, INC. 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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