Pathstone Family Office’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $20.7M | Buy |
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|
2023
Q2 | $20.7M | Sell |
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|
2023
Q1 | $20.1M | Sell |
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|
2022
Q4 | $15.1M | Sell |
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|
2022
Q3 | $52.5M | Buy |
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|
2022
Q2 | $27.5M | Sell |
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|
2022
Q1 | $43.4M | Sell |
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|
2021
Q4 | $50.8M | Buy |
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|
2021
Q3 | $46.4M | Hold |
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|
2021
Q2 | $46.6M | Buy |
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|
2021
Q1 | $42.8M | Buy |
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|
2020
Q4 | $34.4M | Buy |
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|
2020
Q3 | $30.1M | Sell |
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|
2020
Q2 | $28.2M | Buy |
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|
2020
Q1 | $12.1M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $20K | Buy |
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|
2019
Q2 | $22K | Sell |
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|
2019
Q1 | $30K | Buy |
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|
2018
Q4 | $27K | Buy |
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|
2018
Q3 | $1K | Buy |
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