Caliber Wealth Management, LLC / Ks Ishares Core S&P Total U.S. St Transaction History

Caliber Wealth Management, LLC / Ks

$930 Billion
Q2 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 13,808 shares of ITOT stock, worth $2 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

13,808

Previous 13,855 0.34%

Holding current value

$2 Million

Previous $1.69 Billion 10.3%

% of portfolio

0.2%

Previous 0.23%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	SELL	$108.12 - $135.04 $5,081 - $6,346	-47 Reduced 0.34%	13,808 $1.86 Billion
Q1 2025 May 06, 2025	BUY	$120.29 - $134.6 $1.67 Million - $1.86 Million	13,855 New	13,855 $1.69 Billion

Others Institutions Holding ITOT

# of Institutions

1,644

Shares Held

325M

Call Options Held

69.1K

Put Options Held

33.4K

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

Ticker ITOT
Sector ETFs
Industry ETFs

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Caliber Wealth Management, LLC / Ks Ishares Core S&P Total U.S. St Transaction History