REGATTA CAPITAL GROUP, LLC ITOT Holdings History
REGATTA CAPITAL GROUP, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, REGATTA CAPITAL GROUP, LLC held 374,121.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $50.52 Mil. This investment constitutes 8.67% of their stock portfolio, and REGATTA CAPITAL GROUP, LLC now holds 0.07% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2021Q4. And since then REGATTA CAPITAL GROUP, LLC has made 10 purchases of ITOT, at an average price of $107.92, for a total of 387,777.00 shares. In addition, there have been 3 sales at an average price of $102.98 for 13,656.00 shares. Based on historical transaction data and ITOT's current price of $138.61, REGATTA CAPITAL GROUP, LLC's estimated gain on his ITOT holdings is $11.42 Mil, reflecting a 27.28% gain to date.
REGATTA CAPITAL GROUP, LLC ITOT ($138.61) Holding Chart
REGATTA CAPITAL GROUP, LLC ITOT ($138.61) 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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