Roger Wittlin Investment Advisory, LLC Ishares Core S&P Total U.S. St Transaction History

Roger Wittlin Investment Advisory, LLC

$178 Million
Q3 2025

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 110,922 shares of ITOT stock, worth $16.2 Million. This represents 9.1% of its overall portfolio holdings.

Number of Shares

110,922

Previous 112,275 1.21%

Holding current value

$16.2 Million

Previous $15.2 Million 6.56%

% of portfolio

9.1%

Previous 8.57%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$135.0 - $146.02 $182,655 - $197,565	-1,353 Reduced 1.21%	110,922 $16.2 Million
Q2 2025 Jul 15, 2025	SELL	$108.12 - $135.04 $2.06 Million - $2.57 Million	-19,012 Reduced 14.48%	112,275 $15.2 Million
Q1 2025 May 01, 2025	SELL	$120.29 - $134.6 $91,901 - $102,834	-764 Reduced 0.58%	131,287 $16 Million
Q4 2024 Feb 12, 2025	BUY	$124.26 - $134.12 $5.03 Million - $5.43 Million	40,488 Added 44.22%	132,051 $17 Million
Q3 2024 Nov 08, 2024	BUY	$113.41 - $125.62 $64,757 - $71,729	571 Added 0.63%	91,563 $11.5 Million

Q2 2024 Jul 25, 2024	BUY	$108.78 - $119.23 $723,060 - $792,521	6,647 Added 7.88%	90,992 $10.8 Million
Q1 2024 May 02, 2024	BUY	$103.16 - $115.3 $1.24 Million - $1.39 Million	12,047 Added 16.66%	84,345 $9.72 Million
Q4 2023 Jan 23, 2024	BUY	$90.04 - $105.69 $59,606 - $69,966	662 Added 0.92%	72,298 $7.61 Million
Q3 2023 Nov 14, 2023	BUY	$93.72 - $101.39 $23,898 - $25,854	255 Added 0.36%	71,636 $6.75 Million
Q2 2023 Jul 31, 2023	BUY	$89.03 - $97.84 $72,737 - $79,935	817 Added 1.16%	71,381 $6.98 Million
Q1 2023 May 12, 2023	SELL	$84.12 - $93.15 $577,652 - $639,661	-6,867 Reduced 8.87%	70,564 $6.39 Million
Q4 2022 Feb 10, 2023	BUY	$79.44 - $90.48 $6.15 Million - $7.01 Million	77,431 New	77,431 $6.57 Million

Others Institutions Holding ITOT

# of Institutions

1,705

Shares Held

334M

Call Options Held

61.7K

Put Options Held

36K

View Full List

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

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Roger Wittlin Investment Advisory, LLC Ishares Core S&P Total U.S. St Transaction History