Focus Partners Advisor Solutions, LLC ITOT Holdings History
Focus Partners Advisor Solutions, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Focus Partners Advisor Solutions, LLC held 4.07 Mil shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $496.22 Mil. This investment constitutes 7.54% of their stock portfolio, and Focus Partners Advisor Solutions, LLC now holds 0.78% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2022Q1. And since then Focus Partners Advisor Solutions, LLC has made 13 purchases of ITOT, at an average price of $109.04, for a total of 4.07 Mil shares. Based on historical transaction data and ITOT's current price of $136.39, Focus Partners Advisor Solutions, LLC's estimated gain on his ITOT holdings is $111.23 Mil, reflecting a 25.08% gain to date.
Focus Partners Advisor Solutions, LLC ITOT ($136.39) Holding Chart
Focus Partners Advisor Solutions, LLC ITOT ($136.39) 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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