Strategic Equity Management ITOT Holdings History
Strategic Equity Management's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Strategic Equity Management held 94,673.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $11.55 Mil. This investment constitutes 4.86% of their stock portfolio, and Strategic Equity Management 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 2023Q3. And since then Strategic Equity Management has made 6 purchases of ITOT, at an average price of $110.21, for a total of 132,455.00 shares. In addition, there have been 1 sales at an average price of $98.00 for 37,782.00 shares. Based on historical transaction data and ITOT's current price of $138.81, Strategic Equity Management's estimated gain on his ITOT holdings is $2.25 Mil, reflecting a 15.39% gain to date.
Strategic Equity Management ITOT ($138.81) Holding Chart
Strategic Equity Management ITOT ($138.81) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
