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

Panoramic Investment Advisors, LLC

$163 Billion
Q2 2025

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 4,528 shares of ITOT stock, worth $629,482. This represents 0.38% of its overall portfolio holdings.

Number of Shares

4,528

Previous 4,649 2.6%

Holding current value

$629,482

Previous $567 Million 7.8%

% of portfolio

0.38%

Previous 0.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$108.12 - $135.04 $13,082 - $16,339	-121 Reduced 2.6%	4,528 $611 Million
Q1 2025 May 06, 2025	SELL	$120.29 - $134.6 $24,418 - $27,323	-203 Reduced 4.18%	4,649 $567 Million
Q4 2024 Jan 24, 2025	SELL	$124.26 - $134.12 $3,852 - $4,157	-31 Reduced 0.63%	4,852 $624 Million
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

1,615

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