Total Wealth Planning, LLC IJT Holdings History
Total Wealth Planning, LLC's ISHARES TRUST Holding Summary
As of 2025-06-30, Total Wealth Planning, LLC held 24,148.00 shares of ISHARES TRUST(IJT), totaling $3.21 Mil. This investment constitutes 0.41% of their stock portfolio, and Total Wealth Planning, LLC now holds 0.05% of the outstanding ISHARES TRUST(IJT) stock.
The initial trade took place in 2018Q4. And since then Total Wealth Planning, LLC has made 7 purchases of IJT, at an average price of $116.81, for a total of 28,642.00 shares. In addition, there have been 15 sales at an average price of $116.25 for 4,494.00 shares. Based on historical transaction data and IJT's current price of $135.43, Total Wealth Planning, LLC's estimated gain on his IJT holdings is $447,036.79, reflecting a 13.36% gain to date.
Total Wealth Planning, LLC IJT ($135.43) Holding Chart
Total Wealth Planning, LLC IJT ($135.43) 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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