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

1,377

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

Wells Fargo & Company San Francisco, CA

55.1M
Shares

$7.16 Billion
1.59% of portfolio
Black Rock Inc. New York, NY

48.8M
Shares

$6.34 Billion
0.13% of portfolio
Betterment LLC New York, NY

12.1M
Shares

$1.58 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

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