Congress Wealth Management LLC DE Takes $5.72 Million Position in iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT)

Congress Wealth Management LLC DE bought a new stake in iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOTGet Rating) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 53,430 shares of the company’s stock, valued at approximately $5,715,000.

Several other hedge funds have also recently made changes to their positions in the company. Gries Financial LLC raised its holdings in shares of iShares Core S&P Total U.S. Stock Market ETF by 0.3% in the fourth quarter. Gries Financial LLC now owns 37,926 shares of the company’s stock valued at $4,057,000 after purchasing an additional 103 shares during the last quarter. Motco raised its holdings in shares of iShares Core S&P Total U.S. Stock Market ETF by 33.0% in the third quarter. Motco now owns 516 shares of the company’s stock valued at $51,000 after purchasing an additional 128 shares during the last quarter. Valeo Financial Advisors LLC raised its holdings in shares of iShares Core S&P Total U.S. Stock Market ETF by 1.1% in the fourth quarter. Valeo Financial Advisors LLC now owns 11,579 shares of the company’s stock valued at $1,239,000 after purchasing an additional 128 shares during the last quarter. Kalos Management Inc. raised its holdings in shares of iShares Core S&P Total U.S. Stock Market ETF by 3.0% in the fourth quarter. Kalos Management Inc. now owns 5,011 shares of the company’s stock valued at $536,000 after purchasing an additional 145 shares during the last quarter. Finally, PSI Advisors LLC raised its holdings in shares of iShares Core S&P Total U.S. Stock Market ETF by 3.5% in the third quarter. PSI Advisors LLC now owns 5,146 shares of the company’s stock valued at $506,000 after purchasing an additional 176 shares during the last quarter.

NYSEARCA ITOT remained flat at $$97.83 during trading hours on Monday. 45,710 shares of the company were exchanged, compared to its average volume of 3,098,543. iShares Core S&P Total U.S. Stock Market ETF has a 1-year low of $91.75 and a 1-year high of $108.15. The firm has a 50-day simple moving average of $98.54 and a 200 day simple moving average of $101.97.

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

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