Kaufman Rossin Wealth, LLC Ishares Core S&P Total U.S. St Transaction History

Kaufman Rossin Wealth, LLC

$158 Billion
Q2 2025

A detailed history of Kaufman Rossin Wealth, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 107,354 shares of ITOT stock, worth $14.9 Million. This represents 9.18% of its overall portfolio holdings.

Number of Shares

107,354

Previous 102,227 5.02%

Holding current value

$14.9 Million

Previous $12.5 Billion 16.23%

% of portfolio

9.18%

Previous 8.92%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$108.12 - $135.04 $554,331 - $692,350	5,127 Added 5.02%	107,354 $14.5 Billion
Q1 2025 May 14, 2025	BUY	$120.29 - $134.6 $379,996 - $425,201	3,159 Added 3.19%	102,227 $12.5 Billion
Q4 2024 Jan 23, 2025	BUY	$124.26 - $134.12 $12.3 Million - $13.3 Million	99,068 New	99,068 $12.7 Billion

Others Institutions Holding ITOT

# of Institutions

1,615

Shares Held

320M

Call Options Held

67.9K

Put Options Held

29K

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

Ticker ITOT
Sector ETFs
Industry ETFs

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Kaufman Rossin Wealth, LLC Ishares Core S&P Total U.S. St Transaction History