NDVR, Inc. ITOT Holdings History

Number of Shares
4,344.00
Current Holdings Value*
$530,010.00
% of Portfolio
0.54%
Total Estimate Gain
$223,441.78
% of Total Estimate Gain
21.73%

NDVR, Inc.'s iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-03-31, NDVR, Inc. held 4,344.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $530,010.00. This investment constitutes 0.54% of their stock portfolio, and NDVR, Inc. now holds 0% 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 NDVR, Inc. has made 1 purchases of ITOT, at an average price of $109.67, for a total of 9,375.00 shares. In addition, there have been 2 sales at an average price of $128.87 for 5,031.00 shares. Based on historical transaction data and ITOT's current price of $138.87, NDVR, Inc.'s estimated gain on his ITOT holdings is $223,441.78, reflecting a 21.73% gain to date.

NDVR, Inc. ITOT ($138.87) Holding Chart

NDVR, Inc. ITOT ($138.87) 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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