Jefferies Group's ITOT Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 23,828 shares of iShares Core S&P Total U.S. Stock Market ETF (ITOT) worth $3.47 M, representing 0.02% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in ITOT, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 5 shares. Largest reduction occurred in Q4 2023, reducing 1,595 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's iShares Core S&P Total US Stock Market ETF (ITOT) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core S&P Total US Stock Market ETF (ITOT) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2023 | +26,209 | New Buy | 26,209 | $94.19 |
| Q4 2023 | -1,595 | Reduce 6.09% | 24,614 | $105.23 |
| Q1 2024 | +3 | Add 0.01% | 24,617 | $115.30 |
| Q2 2024 | +4 | Add 0.02% | 24,621 | $118.78 |
| Q3 2024 | +5 | Add 0.02% | 24,626 | $125.62 |
| Q4 2024 | +5 | Add 0.02% | 24,631 | $128.62 |
| Q1 2025 | +4 | Add 0.02% | 24,635 | $122.01 |
| Q2 2025 | -810 | Reduce 3.29% | 23,825 | $135.04 |
| Q3 2025 | +3 | Add 0.01% | 23,828 | $145.65 |
Jefferies Group's iShares Core S&P Total US Stock Market ETF Investment FAQs
Jefferies Group first purchased iShares Core S&P Total U.S. Stock Market ETF (ITOT) in Q3 2023, acquiring 26,209 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held iShares Core S&P Total U.S. Stock Market ETF (ITOT) for 9 quarters since Q3 2023.
Jefferies Group's largest addition to iShares Core S&P Total U.S. Stock Market ETF (ITOT) was in Q3 2023, adding 26,209 shares worth $2.47 M.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 23,828 shares of iShares Core S&P Total U.S. Stock Market ETF (ITOT), valued at approximately $3.47 M.
As of the Q3 2025 filing, iShares Core S&P Total U.S. Stock Market ETF (ITOT) represents approximately 0.02% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in iShares Core S&P Total U.S. Stock Market ETF (ITOT) was 26,209 shares, as reported at the end of Q3 2023.