EBSAM
ITOT icon

Eubel Brady & Suttman Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Eubel Brady & Suttman Asset Management’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
2021
Q3 		– Sell
-1,550
Closed -$142K – 202
2021
Q2 		$142K Sell
1,550
-1,550
-50% -$149K 0.01% 215
2021
Q1 		$284K Buy
+3,100
New +$278K 0.03% 94

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Eubel Brady & Suttman Asset Management's ITOT Position: Q3 2021 in Review

Eubel Brady & Suttman Asset Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2021, closing a stake of 1,550 shares — an estimated $142K sold.

Eubel Brady & Suttman Asset Management first reported a position in ITOT in Q1 2021 and held it in 2 quarters. The position peaked at $284K in Q1 2021. 871 funds tracked by Wall St. Rank hold ITOT as of Q3 2021.

  • Eubel Brady & Suttman Asset Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2021 after selling out during the quarter.
  • Eubel Brady & Suttman Asset Management sold 1,550 iShares Core S&P Total US Stock Market ETF shares in Q3 2021, an estimated $142K.
  • Eubel Brady & Suttman Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and held it in 2 quarters.
  • Eubel Brady & Suttman Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $284K in Q1 2021.
  • 871 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2021.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.