Claar Advisors LLC ITOT Holdings History

Number of Shares
863,399.00
Current Holdings Value*
$105.34 Mil
% of Portfolio
35.56%
Total Estimate Gain
$34.07 Mil
% of Total Estimate Gain
39.81%

Claar Advisors LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-03-31, Claar Advisors LLC held 863,399.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $105.34 Mil. This investment constitutes 35.56% of their stock portfolio, and Claar Advisors LLC now holds 0.17% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.

The initial trade took place in 2020Q1. And since then Claar Advisors LLC has made 13 purchases of ITOT, at an average price of $98.46, for a total of 869,199.00 shares. In addition, there have been 2 sales at an average price of $69.24 for 5,800.00 shares. Based on historical transaction data and ITOT's current price of $138.12, Claar Advisors LLC's estimated gain on his ITOT holdings is $34.07 Mil, reflecting a 39.81% gain to date.

Claar Advisors LLC ITOT ($138.12) Holding Chart

Claar Advisors LLC ITOT ($138.12) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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