W.G. Shaheen & Associates DBA Whitney & Co ITOT Holdings History
W.G. Shaheen & Associates DBA Whitney & Co's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, W.G. Shaheen & Associates DBA Whitney & Co held 205,259.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $25.04 Mil. This investment constitutes 2.66% of their stock portfolio, and W.G. Shaheen & Associates DBA Whitney & Co 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 2017Q1. And since then W.G. Shaheen & Associates DBA Whitney & Co has made 18 purchases of ITOT, at an average price of $67.84, for a total of 256,678.00 shares. In addition, there have been 11 sales at an average price of $76.53 for 51,419.00 shares. Based on historical transaction data and ITOT's current price of $138.81, W.G. Shaheen & Associates DBA Whitney & Co's estimated gain on his ITOT holdings is $15.01 Mil, reflecting a 86.22% gain to date.
W.G. Shaheen & Associates DBA Whitney & Co ITOT ($138.81) Holding Chart
W.G. Shaheen & Associates DBA Whitney & Co 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 % | |||
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