LDFO
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Louis-Dreyfus Family Office’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Louis-Dreyfus Family Office’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
2022
Q3 		$30.8M Sell
386,848
-190
-0% -$16.8K 47.58% 2
2022
Q2 		$32.4M Buy
387,038
+21,265
+6% +$1.94M 43.61% 2
2022
Q1 		$36.9M Buy
365,773
+14,020
+4% +$1.4M 44.15% 2
2021
Q4 		$37.6M Buy
+351,753
New +$36.8M 45.89% 2

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Louis-Dreyfus Family Office's ITOT Position: Q3 2022 in Review

Louis-Dreyfus Family Office reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.05% in Q3 2022, selling an estimated $16.8K and leaving 386,848 shares worth $30.8M. The position accounts for 47.58% of the portfolio, ranked #2.

Louis-Dreyfus Family Office first reported a position in ITOT in Q4 2021 and has held it in 4 quarters since. The position peaked at $37.6M in Q4 2021. 979 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

  • Louis-Dreyfus Family Office held 386,848 shares of iShares Core S&P Total US Stock Market ETF worth $30.8M as of Q3 2022.
  • Louis-Dreyfus Family Office sold 190 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $16.8K.
  • iShares Core S&P Total US Stock Market ETF made up 47.58% of Louis-Dreyfus Family Office's portfolio in Q3 2022, its #2 holding.
  • Louis-Dreyfus Family Office first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 4 quarters since.
  • Louis-Dreyfus Family Office's iShares Core S&P Total US Stock Market ETF position peaked at $37.6M in Q4 2021.
  • 979 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.

Based on Louis-Dreyfus Family Office's 13F filing for Q3 2022, filed 10 Nov 2022.