SATOVSKY ASSET MANAGEMENT LLC ITOT Holdings History
SATOVSKY ASSET MANAGEMENT LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, SATOVSKY ASSET MANAGEMENT LLC held 83,521.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $10.19 Mil. This investment constitutes 2.28% of their stock portfolio, and SATOVSKY ASSET MANAGEMENT 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 2021Q1. And since then SATOVSKY ASSET MANAGEMENT LLC has made 8 purchases of ITOT, at an average price of $87.51, for a total of 92,907.00 shares. In addition, there have been 8 sales at an average price of $116.15 for 9,386.00 shares. Based on historical transaction data and ITOT's current price of $138.75, SATOVSKY ASSET MANAGEMENT LLC's estimated gain on his ITOT holdings is $4.55 Mil, reflecting a 55.94% gain to date.
SATOVSKY ASSET MANAGEMENT LLC ITOT ($138.75) Holding Chart
SATOVSKY ASSET MANAGEMENT LLC ITOT ($138.75) 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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