Aegis Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History

Aegis Wealth Management LLC

$187 Billion
Q3 2025

A detailed history of Aegis Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Aegis Wealth Management LLC holds 47,167 shares of ITOT stock, worth $6.9 Million. This represents 3.68% of its overall portfolio holdings.

Number of Shares

47,167

Previous 47,167 -0.0%

Holding current value

$6.9 Million

Previous $5.75 Billion 19.38%

% of portfolio

3.68%

Previous 3.45%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	SELL	$120.29 - $134.6 $42,221 - $47,244	-351 Reduced 0.74%	47,167 $5.75 Billion
Q4 2024 Mar 07, 2025	BUY	$124.26 - $134.12 $5.9 Million - $6.37 Million	47,518 New	47,518 $6.11 Billion

Others Institutions Holding ITOT

# of Institutions

1,704

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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Aegis Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History