ITOT — ISHARES TR

Ownership history in Tranquility Partners, LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which Tranquility Partners, LLC reported a position in ISHARES TR (ITOT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.97% (2025 Q4)
Avg. % of fund
0.8%
First filed
2019 Q2
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,196 +2,324 +14.6% 0.97% $2.7M $148.36
2025 Q3 REDUCED 15,872 -933 -5.6% 0.78% $2.3M $144.85
2025 Q2 ADDED 16,805 +128 +0.8% 0.81% $2.3M $133.91
2025 Q1 ADDED 16,677 +556 +3.4% 0.79% $2.0M $120.63
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ITOT price (monthly, adj. close)

Other funds also holding ITOT

As of 2025 Q4 — sorted by position size

CISCO SYSTEMS, INC. 3Y 7Y 64.28% Independent Order of Foresters 3Y 7Y 58.25% Claar Advisors LLC 3Y 7Y 43.22% Steffes Financial, Ltd. 30.74% LJI Wealth Management, LLC 27.39% Smallwood Wealth Investment Management, LLC 3Y 26.91% Klaas Financial Asset Advisors, LLC 3Y 26.62% Financial Designs Corp 23.85% Wick Capital Partners, LLC 3Y 23.39% Friday Financial 23.31%
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