NICOLET ADVISORY SERVICES, LLC ITOT Holdings History
NICOLET ADVISORY SERVICES, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, NICOLET ADVISORY SERVICES, LLC held 270,954.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $30.94 Mil. This investment constitutes 3.07% of their stock portfolio, and NICOLET ADVISORY SERVICES, LLC now holds 0.05% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2019Q1. And since then NICOLET ADVISORY SERVICES, LLC has made 14 purchases of ITOT, at an average price of $75.26, for a total of 354,093.00 shares. In addition, there have been 10 sales at an average price of $106.80 for 83,139.00 shares. Based on historical transaction data and ITOT's current price of $137.38, NICOLET ADVISORY SERVICES, LLC's estimated gain on his ITOT holdings is $19.45 Mil, reflecting a 72.99% gain to date.
NICOLET ADVISORY SERVICES, LLC ITOT ($137.38) Holding Chart
NICOLET ADVISORY SERVICES, LLC 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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