Mosaic Family Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Mosaic Family Wealth Partners, LLC

$704 Billion
Q1 2025

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 8,952 shares of ITOT stock, worth $1.15 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

8,952

Previous 8,992 0.44%

Holding current value

$1.15 Million

Previous $1.16 Billion 5.56%

% of portfolio

0.16%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$120.29 - $134.6 $4,811 - $5,384	-40 Reduced 0.44%	8,952 $1.09 Billion
Q4 2024 Feb 14, 2025	BUY	$124.26 - $134.12 $4,970 - $5,364	40 Added 0.45%	8,992 $1.16 Billion
Q3 2023 Nov 01, 2023	SELL	$93.72 - $101.39 $71,508 - $77,360	-763 Reduced 7.85%	8,952 $843 Million
Q2 2023 Aug 08, 2023	SELL	$89.03 - $97.84 $58,492 - $64,280	-657 Reduced 6.33%	9,715 $951 Million
Q1 2023 Apr 10, 2023	BUY	$84.12 - $93.15 $55,266 - $61,199	657 Added 6.76%	10,372 $939 Million
Q4 2022 Feb 14, 2023	BUY	$79.44 - $90.48 $771,759 - $879,013	9,715 New	9,715 $824 Million

Others Institutions Holding ITOT

# of Institutions

1,575

Shares Held

320M

Call Options Held

67.9K

Put Options Held

29K

View Full List

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

Ticker ITOT
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Mosaic Family Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History