Sendero Wealth Management, LLC ITOT Holdings History
Sendero Wealth Management, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Sendero Wealth Management, LLC held 211,987.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $25.86 Mil. This investment constitutes 3.59% of their stock portfolio, and Sendero Wealth Management, LLC now holds 0.04% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2023Q2. And since then Sendero Wealth Management, LLC has made 7 purchases of ITOT, at an average price of $92.62, for a total of 238,141.00 shares. In addition, there have been 1 sales at an average price of $129.56 for 26,154.00 shares. Based on historical transaction data and ITOT's current price of $136.82, Sendero Wealth Management, LLC's estimated gain on his ITOT holdings is $10.34 Mil, reflecting a 46.86% gain to date.
Sendero Wealth Management, LLC ITOT ($136.82) Holding Chart
Sendero Wealth Management, LLC ITOT ($136.82) 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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