Institutional shares held 335 Million
61.7K calls
36K puts
Total value of holdings $49B
$9.03M calls
$5.27M puts
# of Institutions 1,725


Latest Institutional Activity in ITOT

Top Purchases

Q4 2025
Constellation Investments, Inc. Shares Held: 608K ($89M)
Q4 2025
Sjbenen Advisory, LLC Shares Held: 109K ($16M)
Q4 2025
Hbe Wealth Management, LLC Shares Held: 75.4K ($11M)
Q4 2025
Friday Financial Shares Held: 445K ($65.1M)
Q4 2025
Rede Wealth, LLC Shares Held: 57.6K ($8.44M)

Top Sells

Q4 2025
Cisco Systems, Inc. Shares Held: 1.42M ($208M)
Q4 2025
Ronald Blue Trust, Inc. Shares Held: 3.9M ($571M)
Q4 2025
Smallwood Wealth Investment Management, LLC Shares Held: 346K ($50.6M)
Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 33.8K ($4.95M)
Q4 2025
Johnson Bixby & Associates, LLC Shares Held: 690K ($101M)

About ITOT

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