ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

W.G. Shaheen & Associates DBA Whitney & Co's Holding History (CIK: 0001577001)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 208,515 Value ($000) $31,004 Avg Close — Range —
Q3 2025
Shares 206,606 Value ($000) $30,092 Avg Close — Range —
Q2 2025
Shares 205,734 Value ($000) $27,782 Avg Close — Range —
Q1 2025
Shares 205,259 Value ($000) $25,044 Avg Close — Range —
Q4 2024
Shares 204,712 Value ($000) $26,330 Avg Close — Range —
Q3 2024
Shares 200,543 Value ($000) $25,192 Avg Close — Range —
Q2 2024
Shares 201,128 Value ($000) $23,890 Avg Close — Range —
Q1 2024
Shares 201,777 Value ($000) $23,265 Avg Close — Range —
Q4 2023
Shares 208,092 Value ($000) $21,897 Avg Close — Range —
Q3 2023
Shares 208,594 Value ($000) $19,647 Avg Close — Range —
Q2 2023
Shares 205,885 Value ($000) $20,144 Avg Close — Range —
Q1 2023
Shares 200,458 Value ($000) $18,151 Avg Close — Range —
Q4 2022
Shares 192,146 Value ($000) $16,294 Avg Close — Range —
Q3 2022
Shares 191,663 Value ($000) $15,245 Avg Close — Range —
Q2 2022
Shares 195,925 Value ($000) $16,415 Avg Close — Range —
Q1 2022
Shares 190,556 Value ($000) $19,235 Avg Close — Range —
Q4 2021
Shares 189,823 Value ($000) $20,307 Avg Close — Range —
Q3 2021
Shares 184,314 Value ($000) $18,133 Avg Close — Range —
Q2 2021
Shares 185,368 Value ($000) $18,307 Avg Close — Range —
Q1 2021
Shares 181,689 Value ($000) $16,643 Avg Close — Range —
Q4 2020
Shares 175,604 Value ($000) $15,636 Avg Close — Range —
Q3 2020
Shares 182,295 Value ($000) $13,761 Avg Close — Range —
Q2 2020
Shares 186,792 Value ($000) $12,971 Avg Close — Range —
Q1 2020
Shares 188,555 Value ($000) $10,787 Avg Close — Range —
Q4 2019
Shares 181,510 Value ($000) $13,194 Avg Close — Range —
Q3 2019
Shares 180,660 Value ($000) $12,558 Avg Close — Range —
Q2 2019
Shares 178,544 Value ($000) $11,896 Avg Close — Range —
Q1 2019
Shares 185,905 Value ($000) $12,437 Avg Close — Range —
Q4 2018
Shares 203,645 Value ($000) $12,652 Avg Close — Range —
Q3 2018
Shares 81,256 Value ($000) $5,198 Avg Close — Range —
Q2 2018
Shares 49,964 Value ($000) $3,124 Avg Close — Range —
Q1 2018
Shares 46,226 Value ($000) $2,795 Avg Close — Range —
Q4 2017
Shares 29,644 Value ($000) $1,812 Avg Close — Range —
Q3 2017
Shares 18,971 Value ($000) $1,051 Avg Close — Range —
Q2 2017
Shares 18,971 Value ($000) $1,051 Avg Close — Range —
Q1 2017
Shares 11,585 Value ($000) $626 Avg Close — Range —
Q4 2016
Shares 8,875 Value ($000) $455 Avg Close — Range —
Q3 2016
Shares 5,085 Value ($000) $252 Avg Close — Range —