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

Lebenthal Global 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
2021
Q1 		– Sell
-229
Closed -$19K – 336
2020
Q4 		$19K Buy
+229
New +$18.5K 0.01% 379

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lebenthal Global Advisors's ITOT Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2021, closing a stake of 229 shares — an estimated $19K sold.

Lebenthal Global Advisors first reported a position in ITOT in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 820 funds tracked by Wall St. Rank hold ITOT as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 229 iShares Core S&P Total US Stock Market ETF shares in Q1 2021, an estimated $19K.
  • Lebenthal Global Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $19K in Q4 2020.
  • 820 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.