iShares Core S&P Total U.S. Stock Market ETF $ITOT is Legacy Financial Advisors Inc.’s 3rd Largest Position

Legacy Financial Advisors Inc. lowered its position in iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOTFree Report) by 5.2% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 188,158 shares of the company’s stock after selling 10,400 shares during the period. iShares Core S&P Total U.S. Stock Market ETF makes up about 3.8% of Legacy Financial Advisors Inc.’s portfolio, making the stock its 3rd largest position. Legacy Financial Advisors Inc.’s holdings in iShares Core S&P Total U.S. Stock Market ETF were worth $27,405,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Rossby Financial LCC grew its stake in iShares Core S&P Total U.S. Stock Market ETF by 9.3% during the 3rd quarter. Rossby Financial LCC now owns 868 shares of the company’s stock worth $127,000 after buying an additional 74 shares during the last quarter. Westchester Capital Management Inc. acquired a new stake in iShares Core S&P Total U.S. Stock Market ETF in the 3rd quarter worth approximately $278,000. Serenus Wealth Advisors LLC grew its position in iShares Core S&P Total U.S. Stock Market ETF by 6.0% during the 3rd quarter. Serenus Wealth Advisors LLC now owns 19,292 shares of the company’s stock worth $2,810,000 after purchasing an additional 1,094 shares during the last quarter. True Link Financial Advisors LLC increased its position in shares of iShares Core S&P Total U.S. Stock Market ETF by 0.6% in the 3rd quarter. True Link Financial Advisors LLC now owns 1,065,791 shares of the company’s stock valued at $155,232,000 after acquiring an additional 6,614 shares during the period. Finally, Correct Capital Wealth Management increased its holdings in shares of iShares Core S&P Total U.S. Stock Market ETF by 14.1% in the third quarter. Correct Capital Wealth Management now owns 25,888 shares of the company’s stock valued at $3,771,000 after purchasing an additional 3,204 shares during the period.

iShares Core S&P Total U.S. Stock Market ETF Stock Up 0.6%

iShares Core S&P Total U.S. Stock Market ETF stock opened at $150.88 on Monday. The stock has a 50-day moving average price of $150.31 and a 200 day moving average price of $146.95. The company has a market capitalization of $82.54 billion, a price-to-earnings ratio of 24.36 and a beta of 1.02. iShares Core S&P Total U.S. Stock Market ETF has a 52 week low of $105.00 and a 52 week high of $152.71.

iShares Core S&P Total U.S. Stock Market ETF Profile

(Free Report)

The iShares Core S&P Total U.S. Stock Market ETF (ITOT) is an exchange-traded fund that is based on the S&P TMI index. The fund tracks a market cap-weighted index of all common equities listed on the NYSE and the NASDAQ. ITOT was launched on Jan 20, 2004 and is managed by BlackRock.

Featured Articles

Institutional Ownership by Quarter for iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT)

Receive News & Ratings for iShares Core S&P Total U.S. Stock Market ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P Total U.S. Stock Market ETF and related companies with MarketBeat.com's FREE daily email newsletter.