TRUE Private Wealth Advisors ITOT Holdings History
TRUE Private Wealth Advisors's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, TRUE Private Wealth Advisors held 256,930.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $31.35 Mil. This investment constitutes 3.81% of their stock portfolio, and TRUE Private Wealth Advisors now holds 0.05% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2018Q2. And since then TRUE Private Wealth Advisors has made 10 purchases of ITOT, at an average price of $70.08, for a total of 1.73 Mil shares. In addition, there have been 18 sales at an average price of $89.32 for 1.47 Mil shares. Based on historical transaction data and ITOT's current price of $136.77, TRUE Private Wealth Advisors's estimated gain on his ITOT holdings is $45.40 Mil, reflecting a 37.52% gain to date.
TRUE Private Wealth Advisors ITOT ($136.77) Holding Chart
TRUE Private Wealth Advisors ITOT ($136.77) 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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