Zhang Financial LLC ITOT Holdings History
Zhang Financial LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Zhang Financial LLC held 738,789.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $90.14 Mil. This investment constitutes 4.77% of their stock portfolio, and Zhang Financial LLC now holds 0.14% 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 Zhang Financial LLC has made 13 purchases of ITOT, at an average price of $86.84, for a total of 846,719.00 shares. In addition, there have been 13 sales at an average price of $85.32 for 107,930.00 shares. Based on historical transaction data and ITOT's current price of $136.82, Zhang Financial LLC's estimated gain on his ITOT holdings is $36.76 Mil, reflecting a 49.99% gain to date.
Zhang Financial LLC ITOT ($136.82) Holding Chart
Zhang Financial 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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