ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q3 2024
Shares 4,247 Value ($000) $533 Avg Close — Range —
Q2 2024
Shares 4,149 Value ($000) $493 Avg Close — Range —
Q1 2024
Shares 3,843 Value ($000) $443 Avg Close — Range —
Q4 2023
Shares 3,764 Value ($000) $396 Avg Close — Range —
Q3 2023
Shares 3,697 Value ($000) $348 Avg Close — Range —
Q2 2023
Shares 3,627 Value ($000) $355 Avg Close — Range —
Q1 2023
Shares 3,441 Value ($000) $312 Avg Close — Range —
Q4 2022
Shares 3,572 Value ($000) $303 Avg Close — Range —
Q3 2022
Shares 3,511 Value ($000) $279 Avg Close — Range —
Q2 2022
Shares 3,393 Value ($000) $284 Avg Close — Range —
Q1 2022
Shares 3,362 Value ($000) $339 Avg Close — Range —