55I LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $29.9M | Buy |
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|
2022
Q2 | $19.6M | Buy |
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|
2022
Q1 | $9.06M | Sell |
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|
2021
Q4 | $9.73M | Buy |
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|
2021
Q3 | $5.66M | Buy |
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|
2021
Q2 | $2.11M | Buy |
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|
2021
Q1 | $973K | Buy |
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|
2020
Q4 | $571K | Sell |
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|
2020
Q3 | $697K | Buy |
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|
2020
Q2 | $448K | Sell |
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|
2020
Q1 | $962K | Sell |
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|
2019
Q4 | $1.38M | Sell |
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|
2019
Q3 | $1.45M | Sell |
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|
2019
Q2 | $2.08M | Sell |
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|
2019
Q1 | $2.39M | Buy |
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|
2018
Q4 | $1.83M | Buy |
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