Kaufman Rossin Wealth, LLC Ishares Core S&P Total U.S. St Transaction History

Kaufman Rossin Wealth, LLC

$192 Billion
Q4 2025

A detailed history of Kaufman Rossin Wealth, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 125,041 shares of ITOT stock, worth $18.3 Million. This represents 9.68% of its overall portfolio holdings.

Number of Shares

125,041

Previous 118,486 5.53%

Holding current value

$18.3 Million

Previous $17.3 Billion 7.74%

% of portfolio

9.68%

Previous 9.45%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$142.79 - $150.05 $935,988 - $983,577	6,555 Added 5.53%	125,041 $18.6 Billion
Q3 2025 Oct 14, 2025	BUY	$135.0 - $146.02 $1.5 Million - $1.63 Million	11,132 Added 10.37%	118,486 $17.3 Billion
Q2 2025 Jul 11, 2025	BUY	$108.12 - $135.04 $554,331 - $692,350	5,127 Added 5.02%	107,354 $14.5 Billion
Q1 2025 May 14, 2025	BUY	$120.29 - $134.6 $379,996 - $425,201	3,159 Added 3.19%	102,227 $12.5 Billion
Q4 2024 Jan 23, 2025	BUY	$124.26 - $134.12 $12.3 Million - $13.3 Million	99,068 New	99,068 $12.7 Billion

Others Institutions Holding ITOT

# of Institutions

1,709

Shares Held

334M

Call Options Held

61.7K

Put Options Held

36K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

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Kaufman Rossin Wealth, LLC Ishares Core S&P Total U.S. St Transaction History