Dakota Wealth Management
Position in ITOT — iShares Core S&P Total U.S. Stock Market ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in ITOT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ITOT | $5,954,428 | 41,806 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 ITOT | $6,363,188 | 42,795 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 ITOT | $6,181,386 | 42,440 | Shares | Sole | 2026-08-26 | |
| 2020-12-31 ITOT | $1,811,740 | 21,013 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 ITOT | $1,521,198 | 20,151 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 ITOT | $1,315,401 | 18,943 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 ITOT | $923,026 | 16,134 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||