Kingswood Wealth Advisors LLC Has $2.27 Million Stock Holdings in iShares Core S&P Total U.S. Stock Market ETF $ITOT

Kingswood Wealth Advisors LLC grew its position in iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT) by 354.1% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 15,285 shares of the company’s stock after purchasing an additional 11,919 shares during the period. Kingswood Wealth Advisors LLC’s holdings in iShares Core S&P Total U.S. Stock Market ETF were worth $2,273,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Blue Bell Private Wealth Management LLC boosted its stake in shares of iShares Core S&P Total U.S. Stock Market ETF by 1.6% in the 3rd quarter. Blue Bell Private Wealth Management LLC now owns 4,669 shares of the company’s stock valued at $680,000 after purchasing an additional 72 shares in the last quarter. Rossby Financial LCC boosted its stake in shares of iShares Core S&P Total U.S. Stock Market ETF by 9.3% in the 3rd quarter. Rossby Financial LCC now owns 868 shares of the company’s stock valued at $127,000 after purchasing an additional 74 shares in the last quarter. Harbor Investment Advisory LLC boosted its stake in shares of iShares Core S&P Total U.S. Stock Market ETF by 1.4% in the 3rd quarter. Harbor Investment Advisory LLC now owns 6,129 shares of the company’s stock valued at $893,000 after purchasing an additional 84 shares in the last quarter. ORG Partners LLC boosted its stake in shares of iShares Core S&P Total U.S. Stock Market ETF by 4.2% in the 3rd quarter. ORG Partners LLC now owns 2,288 shares of the company’s stock valued at $333,000 after purchasing an additional 93 shares in the last quarter. Finally, North Star Asset Management Inc. boosted its stake in shares of iShares Core S&P Total U.S. Stock Market ETF by 1.1% in the 3rd quarter. North Star Asset Management Inc. now owns 8,878 shares of the company’s stock valued at $1,293,000 after purchasing an additional 95 shares in the last quarter.

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

Shares of NYSEARCA:ITOT opened at $155.91 on Thursday. The company’s fifty day moving average is $147.75 and its 200-day moving average is $148.40. The company has a market capitalization of $87.89 billion, a PE ratio of 24.36 and a beta of 1.01. iShares Core S&P Total U.S. Stock Market ETF has a 52 week low of $116.51 and a 52 week high of $156.15.

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

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.