Objective Capital Management, LLC ITOT Holdings History
Objective Capital Management, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Objective Capital Management, LLC held 15,346.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $1.87 Mil. This investment constitutes 2.39% of their stock portfolio, and Objective Capital Management, LLC now holds 0% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2022Q1. And since then Objective Capital Management, LLC has made 11 purchases of ITOT, at an average price of $99.77, for a total of 15,783.00 shares. In addition, there have been 1 sales at an average price of $129.56 for 437.00 shares. Based on historical transaction data and ITOT's current price of $135.04, Objective Capital Management, LLC's estimated gain on his ITOT holdings is $554,289.00, reflecting a 35.20% gain to date.
Objective Capital Management, LLC ITOT ($135.04) Holding Chart
Objective Capital Management, LLC ITOT ($135.04) 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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