Shepherd Wealth Management LTD Liability CO Ishares Core S&P Total U.S. St Transaction History
Shepherd Wealth Management LTD Liability CO
- $97.3 Billion
- Q1 2025
A detailed history of Shepherd Wealth Management LTD Liability CO transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Shepherd Wealth Management LTD Liability CO holds 3,957 shares of ITOT stock, worth $515,557. This represents 0.5% of its overall portfolio holdings.
Number of Shares
3,957
Previous 3,957
-0.0%
Holding current value
$515,557
Previous $509 Million
5.14%
% of portfolio
0.5%
Previous 0.5%
Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,576Shares Held
320MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$7.63 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.35 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.5MShares$1.5 Billion3.34% of portfolio
-
Wealthfront Advisers LLC11MShares$1.43 Billion3.84% of portfolio
-
Morgan Stanley New York, NY10.3MShares$1.34 Billion0.09% of portfolio