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 $576,614. This represents 0.5% of its overall portfolio holdings.
Number of Shares
3,957
Previous 3,957
-0.0%
Holding current value
$576,614
Previous $509 Million
5.14%
% of portfolio
0.5%
Previous 0.5%
Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,640Shares Held
325MCall Options Held
69.1KPut Options Held
33.4K-
Wells Fargo & Company San Francisco, CA59.3MShares$8.64 Billion1.71% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.11 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.3MShares$1.64 Billion3.24% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.54 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.52 Billion0.09% of portfolio