Samalin Investment Counsel, LLC ITOT Holdings History
Samalin Investment Counsel, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Samalin Investment Counsel, LLC held 27,865.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $3.40 Mil. This investment constitutes 1.38% of their stock portfolio, and Samalin Investment Counsel, 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 2020Q3. And since then Samalin Investment Counsel, LLC has made 16 purchases of ITOT, at an average price of $93.45, for a total of 33,448.00 shares. In addition, there have been 3 sales at an average price of $100.13 for 5,583.00 shares. Based on historical transaction data and ITOT's current price of $133.62, Samalin Investment Counsel, LLC's estimated gain on his ITOT holdings is $1.16 Mil, reflecting a 37.00% gain to date.
Samalin Investment Counsel, LLC ITOT ($133.62) Holding Chart
Samalin Investment Counsel, LLC ITOT ($133.62) 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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