ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

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

Q4 2025
Shares 33,849 Value ($000) $5,033 Avg Close — Range —
Q3 2025
Shares 54,532 Value ($000) $7,943 Avg Close — Range —
Q2 2025
Shares 14,519 Value ($000) $1,961 Avg Close — Range —
Q1 2025
Shares 14,519 Value ($000) $1,771 Avg Close — Range —
Q4 2024
Shares 15,278 Value ($000) $1,965 Avg Close — Range —
Q3 2024
Shares 1,894 Value ($000) $238 Avg Close — Range —
Q2 2024
Shares 1,969 Value ($000) $234 Avg Close — Range —
Q1 2024
Shares 1,974 Value ($000) $228 Avg Close — Range —
Q4 2023
Shares 3,974 Value ($000) $418 Avg Close — Range —
Q3 2023
Shares 3,905 Value ($000) $368 Avg Close — Range —
Q2 2023
Shares 3,905 Value ($000) $382 Avg Close — Range —
Q1 2023
Shares 4,145 Value ($000) $375 Avg Close — Range —
Q4 2022
Shares 4,796 Value ($000) $407 Avg Close — Range —
Q3 2022
Shares 3,855 Value ($000) $307 Avg Close — Range —
Q2 2022
Shares 3,855 Value ($000) $323 Avg Close — Range —
Q1 2022
Shares 3,855 Value ($000) $389 Avg Close — Range —
Q4 2021
Shares 3,700 Value ($000) $396 Avg Close — Range —
Q3 2021
Shares 3,700 Value ($000) $364 Avg Close — Range —
Q2 2021
Shares 3,700 Value ($000) $365 Avg Close — Range —
Q1 2021
Shares 3,190 Value ($000) $292 Avg Close — Range —
Q4 2020
Shares 3,190 Value ($000) $275 Avg Close — Range —