Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.15M | Buy |
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|
2024
Q2 | $1.93M | Buy |
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|
2024
Q1 | $1.8M | Buy |
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|
2023
Q4 | $1.51M | Sell |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.28M | Sell |
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|
2023
Q1 | $1.37M | Sell |
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|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $1.63M | Buy |
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|
2021
Q3 | $1.44M | Sell |
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|
2021
Q2 | $1.46M | Sell |
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|
2021
Q1 | $1.44M | Sell |
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|
2020
Q4 | $1.59M | Buy |
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|
2020
Q3 | $753K | Sell |
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|
2020
Q2 | $847K | Sell |
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|
2020
Q1 | $707K | Sell |
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|
2019
Q4 | $1.27M | Buy |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $967K | Hold |
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|
2019
Q1 | $935K | Buy |
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|
2018
Q4 | $216K | Buy |
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