Oakwell Private Wealth Management, LLC ITOT Holdings History
Oakwell Private Wealth Management, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Oakwell Private Wealth Management, LLC held 117,119.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $14.29 Mil. This investment constitutes 3.95% of their stock portfolio, and Oakwell Private Wealth Management, LLC 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 2020Q4. And since then Oakwell Private Wealth Management, LLC has made 7 purchases of ITOT, at an average price of $86.13, for a total of 144,657.00 shares. In addition, there have been 10 sales at an average price of $114.93 for 27,538.00 shares. Based on historical transaction data and ITOT's current price of $137.88, Oakwell Private Wealth Management, LLC's estimated gain on his ITOT holdings is $6.85 Mil, reflecting a 55.01% gain to date.
Oakwell Private Wealth Management, LLC ITOT ($137.88) Holding Chart
Oakwell Private Wealth Management, LLC ITOT ($137.88) 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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