Morling Financial Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Morling Financial Advisors, LLC

$260 Million
Q2 2025

A detailed history of Morling Financial Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 17,349 shares of ITOT stock, worth $2.54 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

17,349

Previous 43,589 60.2%

Holding current value

$2.54 Million

Previous $5.32 Million 55.96%

% of portfolio

0.9%

Previous 1.95%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$108.12 - $135.04 $2.84 Million - $3.54 Million	-26,240 Reduced 60.2%	17,349 $2.34 Million
Q1 2025 May 06, 2025	SELL	$120.29 - $134.6 $31,636 - $35,399	-263 Reduced 0.6%	43,589 $5.32 Million
Q4 2024 Feb 07, 2025	SELL	$124.26 - $134.12 $12,426 - $13,412	-100 Reduced 0.23%	43,852 $5.64 Million
Q2 2024 Aug 07, 2024	SELL	$108.78 - $119.23 $790,721 - $866,682	-7,269 Reduced 14.19%	43,952 $5.22 Million
Q1 2024 May 13, 2024	BUY	$103.16 - $115.3 $173,927 - $194,395	1,686 Added 3.4%	51,221 $5.91 Million
Q4 2023 Feb 02, 2024	BUY	$90.04 - $105.69 $450 - $528	5 Added 0.01%	49,535 $5.21 Million
Q3 2023 Nov 08, 2023	BUY	$93.72 - $101.39 $468 - $506	5 Added 0.01%	49,530 $4.67 Million
Q2 2023 Jul 28, 2023	SELL	$89.03 - $97.84 $21,634 - $23,775	-243 Reduced 0.49%	49,525 $4.85 Million
Q1 2023 May 02, 2023	SELL	$84.12 - $93.15 $64,099 - $70,980	-762 Reduced 1.51%	49,768 $4.51 Million
Q4 2022 Feb 03, 2023	BUY	$79.44 - $90.48 $567,837 - $646,751	7,148 Added 16.48%	50,530 $4.28 Million
Q3 2022 Nov 01, 2022	SELL	$79.54 - $95.9 $599,333 - $722,606	-7,535 Reduced 14.8%	43,382 $3.45 Million
Q2 2022 Aug 01, 2022	BUY	$80.96 - $102.19 $260,367 - $328,643	3,216 Added 6.74%	50,917 $4.27 Million
Q1 2022 May 06, 2022	BUY	$93.09 - $107.63 $4.38 Million - $5.07 Million	47,092 Added 7732.68%	47,701 $4.82 Million
Q4 2021 Feb 04, 2022	BUY	$98.24 - $107.61 $59,828 - $65,534	609 New	609 $65,000

Others Institutions Holding ITOT

# of Institutions

1,637

Shares Held

325M

Call Options Held

69.1K

Put Options Held

33.4K

View Full List

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

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Morling Financial Advisors, LLC Ishares Core S&P Total U.S. St Transaction History