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

Panoramic Investment Advisors, LLC

$136 Billion
Q1 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 5,705 shares of ITOT stock, worth $713,410. This represents 0.48% of its overall portfolio holdings.

Number of Shares

5,705

Previous 5,613 1.64%

Holding current value

$713,410

Previous $591 Million 11.37%

% of portfolio

0.48%

Previous 0.51%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,338

Shares Held

302M

Call Options Held

97.2K

Put Options Held

16.1K

View Full List

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

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