Sage Mountain Advisors LLC Ishares Core S&P Total U.S. St Transaction History

Sage Mountain Advisors LLC

$1.83 Billion
Q4 2025

A detailed history of Sage Mountain Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 57,671 shares of ITOT stock, worth $8.44 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

57,671

Previous 56,367 2.31%

Holding current value

$8.44 Million

Previous $8.21 Million 2.81%

% of portfolio

0.46%

Previous 0.48%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$142.79 - $150.05 $186,198 - $195,665	1,304 Added 2.31%	57,671 $8.44 Million
Q3 2025 Oct 29, 2025	BUY	$135.0 - $146.02 $840,780 - $909,412	6,228 Added 12.42%	56,367 $8.21 Million
Q2 2025 Jul 31, 2025	BUY	$108.12 - $135.04 $2.26 Million - $2.82 Million	20,869 Added 71.3%	50,139 $6.77 Million
Q1 2025 May 02, 2025	BUY	$120.29 - $134.6 $391,543 - $438,123	3,255 Added 12.51%	29,270 $3.57 Million
Q4 2024 Feb 07, 2025	BUY	$124.26 - $134.12 $107,360 - $115,879	864 Added 3.44%	26,015 $3.35 Million

Q3 2024 Oct 29, 2024	SELL	$113.41 - $125.62 $26,651 - $29,520	-235 Reduced 0.93%	25,151 $3.16 Million
Q2 2024 Jul 31, 2024	BUY	$108.78 - $119.23 $2,828 - $3,099	26 Added 0.1%	25,386 $3.02 Million
Q1 2024 Apr 23, 2024	BUY	$103.16 - $115.3 $1,134 - $1,268	11 Added 0.04%	25,360 $2.92 Million
Q4 2023 Feb 01, 2024	BUY	$90.04 - $105.69 $270,120 - $317,070	3,000 Added 13.42%	25,349 $2.67 Million
Q3 2023 Oct 25, 2023	SELL	$93.72 - $101.39 $236,549 - $255,908	-2,524 Reduced 10.15%	22,349 $2.11 Million
Q1 2023 Apr 25, 2023	BUY	$84.12 - $93.15 $669,847 - $741,753	7,963 Added 47.09%	24,873 $2.25 Million
Q4 2022 Feb 01, 2023	SELL	$79.44 - $90.48 $293,371 - $334,142	-3,693 Reduced 17.92%	16,910 $1.43 Million
Q3 2022 Oct 31, 2022	BUY	$79.54 - $95.9 $1.35 Million - $1.62 Million	16,910 Added 457.89%	20,603 $1.64 Million
Q3 2021 Nov 01, 2021	BUY	$97.33 - $103.96 $359,439 - $383,924	3,693 New	3,693 $363,000

Others Institutions Holding ITOT

# of Institutions

1,734

Shares Held

336M

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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Sage Mountain Advisors LLC Ishares Core S&P Total U.S. St Transaction History