Trademark Financial Management, LLC Ishares Core S&P Total U.S. St Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
A detailed history of Trademark Financial Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Trademark Financial Management, LLC holds 5,767 shares of ITOT stock, worth $748,498. This represents 0.57% of its overall portfolio holdings.
Number of Shares
5,767
Previous 6,222
7.31%
Holding current value
$748,498
Previous $739 Million
1.98%
% of portfolio
0.57%
Previous 0.6%
Shares
4 transactions
Others Institutions Holding ITOT
# of Institutions
1,379Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.15 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.33 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.57 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.36 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.16 Billion0.39% of portfolio