A detailed history of Formulate Financial LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Formulate Financial LLC holds 23,956 shares of ITOT stock, worth $3.46 Million. This represents 4.33% of its overall portfolio holdings.

Number of Shares
23,956
Holding current value
$3.46 Million
% of portfolio
4.33%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

BUY
$135.0 - $146.02 $3.23 Million - $3.5 Million
23,956 New
23,956 $3.49 Billion

Others Institutions Holding ITOT

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Formulate Financial LLC Portfolio

Follow Formulate Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Formulate Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Formulate Financial LLC with notifications on news.