Institutional shares held 329 Million
58.9K calls
20K puts
Total value of holdings $43.8B
$7.84M calls
$2.66M puts
# of Institutions 1,466


Latest Institutional Activity in ITOT

Top Purchases

Q4 2024
Life Planning Partners, Inc Shares Held: 24M ($3.19B)
Q4 2024
Raymond James Financial Inc Shares Held: 2.35M ($312M)
Q4 2024
Fundamentun, LLC Shares Held: 989K ($132M)
Q4 2024
Heck Capital Advisors, LLC Shares Held: 189K ($25.2M)
Q4 2024
Prasad Wealth Partners, LLC Shares Held: 183K ($24.4M)

Top Sells

Q4 2024
Kingsview Wealth Management, LLC Shares Held: 131K ($17.5M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 6K ($798K)
Q4 2024
Cisco Systems, Inc. Shares Held: 2.06M ($274M)
Q4 2024
Reliant Wealth Planning Shares Held: 304K ($40.5M)
Q4 2024
Partners Capital Investment Group, LLP Shares Held: 503K ($66.9M)

About ITOT

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