MontVue Capital Management, Inc. ITOT Holdings History
MontVue Capital Management, Inc.'s iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, MontVue Capital Management, Inc. held 176,339.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $21.52 Mil. This investment constitutes 17.22% of their stock portfolio, and MontVue Capital Management, Inc. now holds 0.03% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2023Q4. And since then MontVue Capital Management, Inc. has made 3 purchases of ITOT, at an average price of $99.60, for a total of 181,331.00 shares. In addition, there have been 2 sales at an average price of $118.38 for 4,992.00 shares. Based on historical transaction data and ITOT's current price of $136.82, MontVue Capital Management, Inc.'s estimated gain on his ITOT holdings is $6.66 Mil, reflecting a 36.86% gain to date.
MontVue Capital Management, Inc. ITOT ($136.82) Holding Chart
MontVue Capital Management, Inc. ITOT ($136.82) 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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