ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

SATOVSKY ASSET MANAGEMENT LLC's Holding History (CIK: 0001807288)

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

Q4 2025
Shares 81,411 Value ($000) $12,105 Avg Close — Range —
Q3 2025
Shares 81,345 Value ($000) $11,848 Avg Close — Range —
Q2 2025
Shares 81,488 Value ($000) $11,004 Avg Close — Range —
Q1 2025
Shares 83,521 Value ($000) $10,190 Avg Close — Range —
Q4 2024
Shares 84,509 Value ($000) $10,870 Avg Close — Range —
Q3 2024
Shares 88,598 Value ($000) $11,130 Avg Close — Range —
Q2 2024
Shares 88,967 Value ($000) $10,568 Avg Close — Range —
Q1 2024
Shares 88,004 Value ($000) $10,147 Avg Close — Range —
Q4 2023
Shares 88,922 Value ($000) $9,357 Avg Close — Range —
Q3 2023
Shares 87,868 Value ($000) $8,276 Avg Close — Range —
Q2 2023
Shares 88,197 Value ($000) $8,629 Avg Close — Range —
Q1 2023
Shares 89,811 Value ($000) $8,132 Avg Close — Range —
Q4 2022
Shares 88,657 Value ($000) $7,467 Avg Close — Range —
Q3 2022
Shares 40,792 Value ($000) $3,245 Avg Close — Range —
Q2 2022
Shares 17,773 Value ($000) $1,489 Avg Close — Range —
Q1 2022
Shares 17,845 Value ($000) $1,801 Avg Close — Range —
Q4 2021
Shares 18,852 Value ($000) $2,017 Avg Close — Range —
Q3 2021
Shares 18,220 Value ($000) $1,793 Avg Close — Range —
Q2 2021
Shares 16,287 Value ($000) $1,609 Avg Close — Range —
Q1 2021
Shares 16,090 Value ($000) $1,474 Avg Close — Range —
Q4 2020
Shares 16,033 Value ($000) $1,382 Avg Close — Range —