Capital Advisory Group Advisory Services, LLC Ishares Core S&P Total U.S. St Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 18, 2020	SELL	$49.67 - $76.42 $9,784 - $15,054	-197 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$65.12 - $72.96 $12,828 - $14,373	197 New	197 $14,000

Others Institutions Holding ITOT

# of Institutions

1,379

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

Wells Fargo & Company San Francisco, CA

55.1M
Shares

$7.15 Billion
1.59% of portfolio
Black Rock Inc. New York, NY

48.8M
Shares

$6.33 Billion
0.13% of portfolio
Betterment LLC New York, NY

12.1M
Shares

$1.57 Billion
3.66% of portfolio
Morgan Stanley New York, NY

10.5M
Shares

$1.36 Billion
0.1% of portfolio
Alliancebernstein L.P. New York, NY

8.92M
Shares

$1.16 Billion
0.39% of portfolio

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 Capital Advisory Group Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisory Group Advisory Services, LLC with notifications on news.

Account