Number of Shares
60,801.00
Current Holdings Value*
$8.21 Mil
% of Portfolio
0.57%
Total Estimate Gain
$3.18 Mil
% of Total Estimate Gain
23.44%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-06-30, PATRIOT INVESTMENT MANAGEMENT GROUP, INC. held 60,801.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $8.21 Mil. This investment constitutes 0.57% of their stock portfolio, and PATRIOT INVESTMENT MANAGEMENT GROUP, INC. now holds 0.01% 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 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. has made 12 purchases of ITOT, at an average price of $90.26, for a total of 150,286.00 shares. In addition, there have been 13 sales at an average price of $93.77 for 89,485.00 shares. Based on historical transaction data and ITOT's current price of $137.38, PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s estimated gain on his ITOT holdings is $3.18 Mil, reflecting a 23.44% gain to date.

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. ITOT ($137.38) Holding Chart

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 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 %

Top Ranked Articles

  • 1