Evergreen Private Wealth LLC Ishares Core S&P Total U.S. St Transaction History
Evergreen Private Wealth LLC
- $239 Billion
- Q2 2025
A detailed history of Evergreen Private Wealth LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 420 shares of ITOT stock, worth $58,514. This represents 0.02% of its overall portfolio holdings.
Number of Shares
420
Previous 420
-0.0%
Holding current value
$58,514
Previous $51.2 Million
10.68%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,614Shares Held
320MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$8.16 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.79 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.5MShares$1.61 Billion3.34% of portfolio
-
Wealthfront Advisers LLC11MShares$1.53 Billion3.84% of portfolio
-
Morgan Stanley New York, NY10.3MShares$1.43 Billion0.09% of portfolio