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BB&T Securities’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

BB&T Securities’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
2019
Q3 		$15.2M Buy
226,638
+4,719
+2% +$316K 0.14% 195
2019
Q2 		$14.8M Sell
221,919
-712
-0.3% -$46.7K 0.13% 205
2019
Q1 		$14.3M Sell
222,631
-15,178
-6% -$941K 0.14% 208
2018
Q4 		$13.5M Buy
237,809
+21,576
+10% +$1.33M 0.15% 185
2018
Q3 		$14.4M Buy
216,233
+145,205
+204% +$9.51M 0.14% 202
2018
Q2 		$4.44M Sell
71,028
-1,371
-2% -$85.2K 0.05% 404
2018
Q1 		$4.38M Buy
72,399
+6,241
+9% +$390K 0.05% 399
2017
Q4 		$4.04M Buy
66,158
+1,869
+3% +$111K 0.05% 377
2017
Q3 		$3.7M Buy
64,289
+5,695
+10% +$321K 0.05% 391
2017
Q2 		$3.25M Buy
58,594
+15,626
+36% +$858K 0.05% 403
2017
Q1 		$2.32M Buy
42,968
+33,441
+351% +$1.78M 0.03% 434
2016
Q4 		$471K Hold
9,527
– – 0.01% 854
2016
Q3 		$471K Sell
9,527
-2,287
-19% -$113K 0.01% 854
2016
Q2 		$562K Sell
11,814
-29,424
-71% -$1.39M 0.01% 762
2016
Q1 		$1.93M Sell
41,238
-39,820
-49% -$1.76M 0.03% 414
2015
Q4 		$3.76M Sell
81,058
-10,068
-11% -$472K 0.08% 235
2015
Q3 		$3.99M Buy
91,126
+2,652
+3% +$123K 0.09% 207
2015
Q2 		$4.18M Buy
88,474
+9,716
+12% +$468K 0.09% 205
2015
Q1 		$3.73M Buy
78,758
+5,734
+8% +$271K 0.08% 212
2014
Q4 		$3.43M Buy
73,024
+37,916
+108% +$1.74M 0.08% 215
2014
Q3 		$1.57M Buy
+35,108
New +$1.58M 0.04% 342

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BB&T Securities's ITOT Position: Q3 2019 in Review

BB&T Securities increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.1% in Q3 2019, buying an estimated $316K and bringing the position to 226,638 shares worth $15.2M. The position accounts for 0.14% of the portfolio, ranked #195.

BB&T Securities first reported a position in ITOT in Q3 2014 and has held it in 21 quarters since. 582 funds tracked by Wall St. Rank hold ITOT as of Q3 2019.

  • BB&T Securities held 226,638 shares of iShares Core S&P Total US Stock Market ETF worth $15.2M as of Q3 2019.
  • BB&T Securities bought 4,719 iShares Core S&P Total US Stock Market ETF shares in Q3 2019, an estimated $316K.
  • iShares Core S&P Total US Stock Market ETF made up 0.14% of BB&T Securities's portfolio in Q3 2019, its #195 holding.
  • BB&T Securities first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2014 and has held it in 21 quarters since.
  • 582 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.