Aegis Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Aegis Wealth Management LLC
- $167 Billion
- Q2 2025
A detailed history of Aegis Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Aegis Wealth Management LLC holds 47,167 shares of ITOT stock, worth $6.82 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
47,167
Previous 47,167
-0.0%
Holding current value
$6.82 Million
Previous $5.75 Billion
-0.0%
% of portfolio
3.45%
Previous 3.38%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,644Shares Held
325MCall Options Held
69.1KPut Options Held
33.4K-
Wells Fargo & Company San Francisco, CA59.3MShares$8.57 Billion1.71% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.05 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.3MShares$1.63 Billion3.24% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.53 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.51 Billion0.09% of portfolio