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Apriem Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Apriem Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-308
Closed -$16K – 693
2016
Q4 		$16K Buy
+308
New +$15.4K ﹤0.01% 384

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Apriem Advisors's ITOT Position: Q1 2017 in Review

Apriem Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2017, closing a stake of 308 shares — an estimated $16K sold.

Apriem Advisors first reported a position in ITOT in Q4 2016 and held it in 1 quarter. The position peaked at $16K in Q4 2016. 269 funds tracked by Wall St. Rank hold ITOT as of Q1 2017.

  • Apriem Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2017 after selling out during the quarter.
  • Apriem Advisors sold 308 iShares Core S&P Total US Stock Market ETF shares in Q1 2017, an estimated $16K.
  • Apriem Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and held it in 1 quarter.
  • Apriem Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $16K in Q4 2016.
  • 269 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.