Legacy Solutions, LLC Ishares Core S&P Total U.S. St Transaction History

Legacy Solutions, LLC

$91.8 Billion
Q4 2024

A detailed history of Legacy Solutions, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Legacy Solutions, LLC holds 4,796 shares of ITOT stock, worth $635,422. This represents 0.67% of its overall portfolio holdings.

Number of Shares

4,796

Holding current value

$635,422

% of portfolio

0.67%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$124.26 - $134.12 $595,950 - $643,239	4,796 New	4,796 $617 Million

Others Institutions Holding ITOT

# of Institutions

1,437

Shares Held

326M

Call Options Held

58.9K

Put Options Held

20K

Wells Fargo & Company San Francisco, CA

55.1M
Shares

$7.3 Billion
1.59% of portfolio
Black Rock Inc. New York, NY

48.8M
Shares

$6.46 Billion
0.13% of portfolio
Life Planning Partners, Inc

24M
Shares

$3.18 Billion
22.76% of portfolio
Betterment LLC New York, NY

12.1M
Shares

$1.61 Billion
3.66% of portfolio
Morgan Stanley New York, NY

10.5M
Shares

$1.39 Billion
0.1% of portfolio

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About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
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Legacy Solutions, LLC Ishares Core S&P Total U.S. St Transaction History