Callan Family Office, LLC Ishares Core S&P Total U.S. St Transaction History

Callan Family Office, LLC

$3.14 Trillion
Q3 2025

A detailed history of Callan Family Office, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Callan Family Office, LLC holds 104,827 shares of ITOT stock, worth $15.3 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

104,827

Previous 103,338 1.44%

Holding current value

$15.3 Million

Previous $14 Billion 9.41%

% of portfolio

0.49%

Previous 0.44%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$135.0 - $146.02 $201,015 - $217,423	1,489 Added 1.44%	104,827 $15.3 Billion
Q2 2025 Jul 24, 2025	BUY	$108.12 - $135.04 $3.9 Million - $4.87 Million	36,097 Added 53.68%	103,338 $14 Billion
Q1 2025 May 12, 2025	BUY	$120.29 - $134.6 $2.82 Million - $3.15 Million	23,438 Added 53.51%	67,241 $8.2 Billion
Q4 2024 Feb 06, 2025	BUY	$124.26 - $134.12 $2.26 Million - $2.44 Million	18,163 Added 70.84%	43,803 $5.63 Billion
Q3 2024 Oct 07, 2024	BUY	$113.41 - $125.62 $120,781 - $133,785	1,065 Added 4.33%	25,640 $3.22 Billion

Q2 2024 Jul 25, 2024	BUY	$108.78 - $119.23 $111,499 - $122,210	1,025 Added 4.35%	24,575 $2.92 Billion
Q1 2024 May 08, 2024	BUY	$103.16 - $115.3 $400,363 - $447,479	3,881 Added 19.73%	23,550 $2.72 Billion
Q4 2023 Feb 13, 2024	SELL	$90.04 - $105.69 $78,424 - $92,055	-871 Reduced 4.24%	19,669 $2.07 Billion
Q3 2023 Nov 14, 2023	BUY	$93.72 - $101.39 $248,826 - $269,190	2,655 Added 14.84%	20,540 $1.93 Billion
Q2 2023 Aug 14, 2023	BUY	$89.03 - $97.84 $239,935 - $263,678	2,695 Added 17.74%	17,885 $1.75 Billion
Q1 2023 May 12, 2023	SELL	$84.12 - $93.15 $12,197 - $13,506	-145 Reduced 0.95%	15,190 $1.38 Billion
Q4 2022 Feb 23, 2023	BUY	$79.44 - $90.48 $1.22 Million - $1.39 Million	15,335 New	15,335 $1.3 Billion

Others Institutions Holding ITOT

# of Institutions

1,705

Shares Held

334M

Call Options Held

61.7K

Put Options Held

36K

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

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Callan Family Office, LLC Ishares Core S&P Total U.S. St Transaction History