JP Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $34.9M | Sell |
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|
2023
Q2 | $39.2M | Sell |
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|
2023
Q1 | $39.9M | Buy |
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|
2022
Q4 | $35.2M | Buy |
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|
2022
Q3 | $21.3M | Buy |
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|
2022
Q2 | $14M | Sell |
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|
2022
Q1 | $26.2M | Buy |
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|
2021
Q4 | $6.76M | Buy |
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|
2021
Q3 | $6.02M | Buy |
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|
2021
Q2 | $5.25M | Buy |
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|
2021
Q1 | $1.93M | Sell |
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|
2020
Q4 | $2.94M | Buy |
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|
2020
Q3 | $1.45M | Buy |
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|
2020
Q2 | $1.04M | Sell |
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|
2020
Q1 | $1.07M | Sell |
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|
2019
Q4 | $1.5M | Buy |
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|
2019
Q3 | $851K | Buy |
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|
2019
Q2 | $595K | Sell |
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|
2019
Q1 | $1.41M | Sell |
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|
2018
Q4 | $1.37M | Buy |
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|
2018
Q3 | $1.39M | Buy |
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|
2018
Q2 | $1.27M | Buy |
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|
2018
Q1 | $1.15M | Sell |
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|
2017
Q4 | $1.21M | Hold |
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|
2017
Q3 | $1.14M | Sell |
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|
2017
Q2 | $1.17M | Buy |
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|
2017
Q1 | $1.1M | Sell |
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|
2016
Q4 | $1.25M | Buy |
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|
2016
Q3 | $812K | Buy |
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|
2016
Q2 | $771K | Buy |
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