Cohalo Advisory LLC Ishares Core S&P Total U.S. St Transaction History

Cohalo Advisory LLC

$1.36 Billion
Q1 2025

A detailed history of Cohalo Advisory LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Cohalo Advisory LLC holds 1,220 shares of ITOT stock, worth $147,607. This represents 10.99% of its overall portfolio holdings.

Number of Shares

1,220

Holding current value

$147,607

% of portfolio

10.99%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$120.29 - $134.6 $146,753 - $164,212	1,220 New	1,220 $149 Million

Others Institutions Holding ITOT

# of Institutions

1,578

Shares Held

314M

Call Options Held

53K

Put Options Held

29.4K

Wells Fargo & Company San Francisco, CA

55.3M
Shares

$6.69 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

48.8M
Shares

$5.9 Billion
0.13% of portfolio
Betterment LLC New York, NY

11.8M
Shares

$1.43 Billion
3.65% of portfolio
Morgan Stanley New York, NY

10.5M
Shares

$1.27 Billion
0.1% of portfolio
Wealthfront Advisers LLC

9.75M
Shares

$1.18 Billion
3.69% of portfolio

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

Ticker ITOT
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Cohalo Advisory LLC Ishares Core S&P Total U.S. St Transaction History