Mosaic Advisors LLC Ishares Core S&P Total U.S. St Transaction History
Mosaic Advisors LLC
- $40.3 Million
- Q3 2025
A detailed history of Mosaic Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Mosaic Advisors LLC holds 50,527 shares of ITOT stock, worth $7.39 Million. This represents 18.25% of its overall portfolio holdings.
Number of Shares
50,527
Previous 4,772
958.82%
Holding current value
$7.39 Million
Previous $644,000
1042.7%
% of portfolio
18.25%
Previous 1.02%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,705Shares Held
334MCall Options Held
61.7KPut Options Held
36K-
Wells Fargo & Company San Francisco, CA63.2MShares$9.25 Billion1.81% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 Billion0.13% of portfolio
-
Betterment LLC New York, NY10.9MShares$1.6 Billion3.15% of portfolio
-
Morgan Stanley New York, NY10.7MShares$1.57 Billion0.1% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.54 Billion3.7% of portfolio