Baron Silver Stevens Financial Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Baron Silver Stevens Financial Advisors, LLC

$619 Million
Q2 2025

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 95,976 shares of ITOT stock, worth $14.1 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares

95,976

Previous 89,600 7.12%

Holding current value

$14.1 Million

Previous $10.9 Million 18.55%

% of portfolio

2.09%

Previous 1.92%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$108.12 - $135.04 $689,373 - $861,015	6,376 Added 7.12%	95,976 $13 Million
Q1 2025 May 07, 2025	BUY	$120.29 - $134.6 $768,412 - $859,824	6,388 Added 7.68%	89,600 $10.9 Million
Q4 2024 Jan 17, 2025	BUY	$124.26 - $134.12 $306,922 - $331,276	2,470 Added 3.06%	83,212 $10.7 Million
Q3 2024 Oct 28, 2024	BUY	$113.41 - $125.62 $20,980 - $23,239	185 Added 0.23%	80,742 $10.1 Million
Q2 2024 Jul 18, 2024	SELL	$108.78 - $119.23 $234,094 - $256,582	-2,152 Reduced 2.6%	80,557 $9.57 Million
Q1 2024 May 02, 2024	SELL	$103.16 - $115.3 $101,922 - $113,916	-988 Reduced 1.18%	82,709 $9.54 Million
Q4 2023 Feb 07, 2024	SELL	$90.04 - $105.69 $282,005 - $331,021	-3,132 Reduced 3.61%	83,697 $8.81 Million
Q3 2023 Oct 31, 2023	SELL	$93.72 - $101.39 $477,034 - $516,075	-5,090 Reduced 5.54%	86,829 $8.18 Million
Q2 2023 Jul 24, 2023	BUY	$89.03 - $97.84 $1.24 Million - $1.37 Million	13,976 Added 17.93%	91,919 $8.99 Million
Q1 2023 Apr 18, 2023	SELL	$84.12 - $93.15 $1.14 Million - $1.26 Million	-13,558 Reduced 14.82%	77,943 $7.06 Million
Q4 2022 Jan 30, 2023	SELL	$79.44 - $90.48 $25,738 - $29,315	-324 Reduced 0.35%	91,501 $7.76 Million
Q3 2022 Nov 02, 2022	BUY	$79.54 - $95.9 $420,209 - $506,639	5,283 Added 6.1%	91,825 $309,000
Q2 2022 Jul 26, 2022	BUY	$80.96 - $102.19 $636,831 - $803,826	7,866 Added 10.0%	86,542 $7.25 Million
Q1 2022 May 03, 2022	BUY	$93.09 - $107.63 $39,842 - $46,065	428 Added 0.55%	78,676 $7.94 Million
Q4 2021 Jan 31, 2022	BUY	$98.24 - $107.61 $16,504 - $18,078	168 Added 0.22%	78,248 $8.37 Million
Q3 2021 Nov 12, 2021	BUY	$97.33 - $103.96 $63,751 - $68,093	655 Added 0.85%	78,080 $7.68 Million
Q2 2021 Jul 27, 2021	BUY	$92.76 - $98.86 $155,187 - $165,392	1,673 Added 2.21%	77,425 $7.65 Million
Q1 2021 Apr 27, 2021	BUY	$85.12 - $92.58 $429,175 - $466,788	5,042 Added 7.13%	75,752 $6.94 Million
Q4 2020 Mar 19, 2021	BUY	$74.05 - $86.22 $5.24 Million - $6.1 Million	70,710 New	70,710 $6.1 Million

Others Institutions Holding ITOT

# of Institutions

1,638

Shares Held

324M

Call Options Held

69.1K

Put Options Held

33.4K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Silver Stevens Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Silver Stevens Financial Advisors, LLC with notifications on news.

Account

Baron Silver Stevens Financial Advisors, LLC Ishares Core S&P Total U.S. St Transaction History