Regent Peak Wealth Advisors LLC ITOT Holdings History
Regent Peak Wealth Advisors LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Regent Peak Wealth Advisors LLC held 96,312.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $11.75 Mil. This investment constitutes 2.77% of their stock portfolio, and Regent Peak Wealth Advisors 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 2019Q4. And since then Regent Peak Wealth Advisors LLC has made 8 purchases of ITOT, at an average price of $86.90, for a total of 409,001.00 shares. In addition, there have been 14 sales at an average price of $108.52 for 312,689.00 shares. Based on historical transaction data and ITOT's current price of $137.47, Regent Peak Wealth Advisors LLC's estimated gain on his ITOT holdings is $11.63 Mil, reflecting a 32.73% gain to date.
Regent Peak Wealth Advisors LLC ITOT ($137.47) Holding Chart
Regent Peak Wealth Advisors LLC ITOT ($137.47) 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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