Edge Financial Advisors LLC Ishares Core S&P Total U.S. St Transaction History
Edge Financial Advisors LLC
- $223 Billion
- Q3 2025
A detailed history of Edge Financial Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Edge Financial Advisors LLC holds 185,681 shares of ITOT stock, worth $27.2 Million. This represents 12.12% of its overall portfolio holdings.
Number of Shares
185,681
Previous 185,418
0.14%
Holding current value
$27.2 Million
Previous $25 Billion
8.02%
% of portfolio
12.12%
Previous 13.19%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,703Shares Held
334MCall Options Held
61.7KPut Options Held
36K-
Wells Fargo & Company San Francisco, CA63.2MShares$9.25 Billion1.81% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 Billion0.13% of portfolio
-
Betterment LLC New York, NY10.9MShares$1.6 Billion3.15% of portfolio
-
Morgan Stanley New York, NY10.7MShares$1.57 Billion0.1% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.54 Billion3.7% of portfolio