Peirce Capital Management, LLC ITOT Holdings History
Peirce Capital Management, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, Peirce Capital Management, LLC held 145,459.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $19.64 Mil. This investment constitutes 8.71% of their stock portfolio, and Peirce Capital Management, LLC now holds 0.03% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2023Q4. And since then Peirce Capital Management, LLC has made 2 purchases of ITOT, at an average price of $104.21, for a total of 164,681.00 shares. In addition, there have been 4 sales at an average price of $121.27 for 19,222.00 shares. Based on historical transaction data and ITOT's current price of $136.39, Peirce Capital Management, LLC's estimated gain on his ITOT holdings is $5.01 Mil, reflecting a 29.19% gain to date.
Peirce Capital Management, LLC ITOT ($136.39) Holding Chart
Peirce Capital Management, LLC ITOT ($136.39) 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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