Sheaff Brock Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sheaff Brock Investment 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
2024 Q3	–	Sell	-2,046	Closed	-$243K	–	473
2024 Q2	$243K	Buy	2,046 +5	+0.2%	+$574	0.02%	351
2024 Q1	$235K	Buy	2,041 +4	+0.2%	+$439	0.01%	410
2023 Q4	$214K	Buy	+2,037	New	+$200K	0.02%	404
2022 Q4	–	Sell	-2,729	Closed	-$217K	–	523
2022 Q3	$217K	Sell	2,729 -600	-18%	-$53.1K	0.02%	397
2022 Q2	$279K	Sell	3,329 -400	-11%	-$36.4K	0.02%	358
2022 Q1	$376K	Buy	+3,729	New	+$372K	0.03%	326

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Sheaff Brock Investment Advisors's ITOT Position: Q3 2024 in Review

Sheaff Brock Investment Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2024, closing a stake of 2,046 shares — an estimated $243K sold.

Sheaff Brock Investment Advisors first reported a position in ITOT in Q1 2022 and held it in 6 quarters. The position peaked at $376K in Q1 2022. 1,279 funds tracked by Wall St. Rank hold ITOT as of Q3 2024.

Sheaff Brock Investment Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2024 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 2,046 iShares Core S&P Total US Stock Market ETF shares in Q3 2024, an estimated $243K.
Sheaff Brock Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and held it in 6 quarters.
Sheaff Brock Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $376K in Q1 2022.
1,279 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.