SARD WEALTH MANAGEMENT GROUP, LLC ITOT Holdings History
SARD WEALTH MANAGEMENT GROUP, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, SARD WEALTH MANAGEMENT GROUP, LLC held 63,083.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $8.52 Mil. This investment constitutes 5.25% of their stock portfolio, and SARD WEALTH MANAGEMENT GROUP, LLC 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 2023Q4. And since then SARD WEALTH MANAGEMENT GROUP, LLC has made 1 purchases of ITOT, at an average price of $98.01, for a total of 69,594.00 shares. In addition, there have been 5 sales at an average price of $124.95 for 6,511.00 shares. Based on historical transaction data and ITOT's current price of $136.39, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his ITOT holdings is $2.60 Mil, reflecting a 38.07% gain to date.
SARD WEALTH MANAGEMENT GROUP, LLC ITOT ($136.39) Holding Chart
SARD WEALTH MANAGEMENT GROUP, 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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