Brio Consultants, LLC Ishares Core S&P Total U.S. St Transaction History

Brio Consultants, LLC

$666 Million
Q2 2025

A detailed history of Brio Consultants, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Brio Consultants, LLC holds 6,777 shares of ITOT stock, worth $979,886. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,777

Holding current value

$979,886

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$108.12 - $135.04 $732,729 - $915,166	6,777 New	6,777 $915,000

Others Institutions Holding ITOT

# of Institutions

1,644

Shares Held

325M

Call Options Held

69.1K

Put Options Held

33.4K

Wells Fargo & Company San Francisco, CA

59.3M
Shares

$8.57 Billion
1.71% of portfolio
Black Rock Inc. New York, NY

48.8M
Shares

$7.05 Billion
0.13% of portfolio
Betterment LLC New York, NY

11.3M
Shares

$1.63 Billion
3.24% of portfolio
Wealthfront Advisers LLC

10.6M
Shares

$1.53 Billion
3.74% of portfolio
Morgan Stanley New York, NY

10.4M
Shares

$1.51 Billion
0.09% of portfolio

View Full List

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

Ticker ITOT
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Brio Consultants, LLC Ishares Core S&P Total U.S. St Transaction History