TLIC
ITOT icon

Taiyo Life Insurance Company’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Taiyo Life Insurance Company’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
2023
Q4 		– Sell
-577,500
Closed -$54.4M – 15
2023
Q3 		$54.4M Buy
577,500
+246,500
+74% +$24.2M 4.2% 10
2023
Q2 		$32.4M Hold
331,000
– – 2.56% 11
2023
Q1 		$30M Buy
+331,000
New +$29.4M 2.45% 11

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Taiyo Life Insurance Company's ITOT Position: Q4 2023 in Review

Taiyo Life Insurance Company sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2023, closing a stake of 577,500 shares — an estimated $54.4M sold.

Taiyo Life Insurance Company first reported a position in ITOT in Q1 2023 and held it in 3 quarters. The position peaked at $54.4M in Q3 2023. 1,179 funds tracked by Wall St. Rank hold ITOT as of Q4 2023.

  • Taiyo Life Insurance Company reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2023 after selling out during the quarter.
  • Taiyo Life Insurance Company sold 577,500 iShares Core S&P Total US Stock Market ETF shares in Q4 2023, an estimated $54.4M.
  • Taiyo Life Insurance Company first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and held it in 3 quarters.
  • Taiyo Life Insurance Company's iShares Core S&P Total US Stock Market ETF position peaked at $54.4M in Q3 2023.
  • 1,179 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2023.

Based on Taiyo Life Insurance Company's 13F filing for Q4 2023, filed 24 Jan 2024.