Pinnacle Financial Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $5.06M | Sell |
41,450
-97
| -0.2% | -$11.8K | 0.1% | 171 |
|
2024
Q4 | $5.34M | Sell |
41,547
-34,901
| -46% | -$4.49M | 0.11% | 168 |
|
2024
Q3 | $9.6M | Sell |
76,448
-35,187
| -32% | -$4.42M | 0.19% | 127 |
|
2024
Q2 | $13.3M | Buy |
111,635
+292
| +0.3% | +$34.7K | 0.28% | 89 |
|
2024
Q1 | $12.8M | Sell |
111,343
-721
| -0.6% | -$83.1K | 0.28% | 94 |
|
2023
Q4 | $11.8M | Sell |
112,064
-821
| -0.7% | -$86.4K | 0.28% | 95 |
|
2023
Q3 | $10.6M | Sell |
112,885
-1,948
| -2% | -$183K | 0.27% | 97 |
|
2023
Q2 | $11.2M | Sell |
114,833
-769
| -0.7% | -$75.2K | 0.28% | 98 |
|
2023
Q1 | $10.5M | Buy |
115,602
+3,987
| +4% | +$361K | 0.28% | 95 |
|
2022
Q4 | $9.46M | Sell |
111,615
-408
| -0.4% | -$34.6K | 0.27% | 94 |
|
2022
Q3 | $8.91M | Buy |
112,023
+99,231
| +776% | +$7.89M | 0.32% | 90 |
|
2022
Q2 | $1.07M | Buy |
12,792
+2,542
| +25% | +$213K | 0.04% | 229 |
|
2022
Q1 | $1.04M | Sell |
10,250
-810
| -7% | -$81.8K | 0.03% | 236 |
|
2021
Q4 | $1.18M | Buy |
11,060
+5,217
| +89% | +$558K | 0.04% | 225 |
|
2021
Q3 | $575K | Hold |
5,843
| – | – | 0.02% | 269 |
|
2021
Q2 | $577K | Hold |
5,843
| – | – | 0.02% | 258 |
|
2021
Q1 | $535K | Buy |
5,843
+2,088
| +56% | +$191K | 0.02% | 254 |
|
2020
Q4 | $324K | Hold |
3,755
| – | – | 0.02% | 293 |
|
2020
Q3 | $283K | Hold |
3,755
| – | – | 0.02% | 291 |
|
2020
Q2 | $261K | Hold |
3,755
| – | – | 0.01% | 290 |
|
2020
Q1 | $215K | Hold |
3,755
| – | – | 0.01% | 308 |
|
2019
Q4 | $273K | Hold |
3,755
| – | – | 0.02% | 316 |
|
2019
Q3 | $252K | Hold |
3,755
| – | – | 0.02% | 306 |
|
2019
Q2 | $250K | Sell |
3,755
-300
| -7% | -$20K | 0.02% | 306 |
|
2019
Q1 | $261K | Hold |
4,055
| – | – | 0.02% | 296 |
|
2018
Q4 | $230K | Hold |
4,055
| – | – | 0.02% | 293 |
|
2018
Q3 | $270K | Hold |
4,055
| – | – | 0.02% | 292 |
|
2018
Q2 | $254K | Hold |
4,055
| – | – | 0.02% | 280 |
|
2018
Q1 | $245K | Hold |
4,055
| – | – | 0.02% | 282 |
|
2017
Q4 | $248K | Hold |
4,055
| – | – | 0.03% | 281 |
|
2017
Q3 | $234K | Sell |
4,055
-50
| -1% | -$2.89K | 0.03% | 259 |
|
2017
Q2 | $227K | Buy |
+4,105
| New | +$227K | 0.03% | 272 |
|