Tiedemann Advisors’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 | $178M | Sell |
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|
2023
Q2 | $188M | Sell |
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|
2023
Q1 | $188M | Sell |
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|
2022
Q4 | $182M | Sell |
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|
2022
Q3 | $172M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201M | Buy |
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|
2021
Q4 | $176M | Buy |
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|
2021
Q3 | $158M | Sell |
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|
2021
Q2 | $164M | Buy |
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|
2021
Q1 | $131M | Buy |
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|
2020
Q4 | $117M | Sell |
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|
2020
Q3 | $103M | Buy |
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|
2020
Q2 | $93.3M | Buy |
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|
2020
Q1 | $45.8M | Sell |
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|
2019
Q4 | $100M | Buy |
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|
2019
Q3 | $75.3M | Buy |
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|
2019
Q2 | $72.6M | Buy |
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|
2019
Q1 | $69M | Buy |
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|
2018
Q4 | $57.6M | Buy |
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|
2018
Q3 | $55.9M | Buy |
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|
2018
Q2 | $49.7M | Sell |
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|
2018
Q1 | $51.5M | Buy |
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|
2017
Q4 | $51.9M | Sell |
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|
2017
Q3 | $50.7M | Buy |
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|
2017
Q2 | $47.4M | Buy |
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|
2017
Q1 | $34.4M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $233K | Buy |
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