Panoramic Investment Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Panoramic Investment Advisors, LLC

$145 Billion
Q3 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 4,883 shares of ITOT stock, worth $634,838. This represents 0.42% of its overall portfolio holdings.

Number of Shares

4,883

Previous 5,705 14.41%

Holding current value

$634,838

Previous $658 Million 6.75%

% of portfolio

0.42%

Previous 0.48%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$113.41 - $125.62 $93,223 - $103,259	-822 Reduced 14.41%	4,883 $613 Million
Q1 2024 Apr 18, 2024	BUY	$103.16 - $115.3 $9,490 - $10,607	92 Added 1.64%	5,705 $658 Million
Q4 2023 Jan 23, 2024	SELL	$90.04 - $105.69 $9,994 - $11,731	-111 Reduced 1.94%	5,613 $591 Million
Q3 2023 Nov 15, 2023	SELL	$93.72 - $101.39 $11,715 - $12,673	-125 Reduced 2.14%	5,724 $539 Million
Q4 2022 Mar 01, 2023	BUY	$79.44 - $90.48 $464,644 - $529,217	5,849 New	5,849 $496 Million

Others Institutions Holding ITOT

# of Institutions

1,377

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Panoramic Investment Advisors, LLC with notifications on news.

Account

Panoramic Investment Advisors, LLC Ishares Core S&P Total U.S. St Transaction History