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Bingham Osborn & Scarborough’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bingham Osborn & Scarborough’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
2014
Q2 		– Sell
-66,970
Closed -$2.87M – 119
2014
Q1 		$2.87M Buy
+66,970
New +$2.82M 0.4% 20

Other funds holding ITOT

AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bingham Osborn & Scarborough's ITOT Position: Q2 2014 in Review

Bingham Osborn & Scarborough sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2014, closing a stake of 66,970 shares — an estimated $2.87M sold.

Bingham Osborn & Scarborough first reported a position in ITOT in Q1 2014 and held it in 1 quarter. The position peaked at $2.87M in Q1 2014. 81 funds tracked by Wall St. Rank hold ITOT as of Q2 2014.

  • Bingham Osborn & Scarborough reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2014 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 66,970 iShares Core S&P Total US Stock Market ETF shares in Q2 2014, an estimated $2.87M.
  • Bingham Osborn & Scarborough first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2014 and held it in 1 quarter.
  • Bingham Osborn & Scarborough's iShares Core S&P Total US Stock Market ETF position peaked at $2.87M in Q1 2014.
  • 81 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2014.

Based on Bingham Osborn & Scarborough's 13F filing for Q2 2014, filed 6 Aug 2014.