Birch Financial Group, LLC Ishares Core S&P Total U.S. St Transaction History

Birch Financial Group, LLC

$170 Billion
Q3 2025

A detailed history of Birch Financial Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Birch Financial Group, LLC holds 16,104 shares of ITOT stock, worth $2.36 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

16,104

Previous 17,949 10.28%

Holding current value

$2.36 Million

Previous $2.42 Billion 3.23%

% of portfolio

1.38%

Previous 1.94%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$135.0 - $146.02 $249,075 - $269,406	-1,845 Reduced 10.28%	16,104 $2.35 Billion
Q2 2025 Oct 30, 2025	SELL	$108.12 - $135.04 $195,480 - $244,152	-1,808 Reduced 9.15%	17,949 $2.42 Billion
Q1 2025 Oct 30, 2025	SELL	$120.29 - $134.6 $633,086 - $708,399	-5,263 Reduced 21.04%	19,757 $2.41 Billion
Q4 2024 Oct 30, 2025	BUY	$124.26 - $134.12 $3.11 Million - $3.36 Million	25,020 New	25,020 $3.22 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
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Birch Financial Group, LLC Ishares Core S&P Total U.S. St Transaction History