Magnolia Private Wealth, LLC Ishares Core S&P Total U.S. St Transaction History
Magnolia Private Wealth, LLC
- $129 Billion
- Q2 2025
A detailed history of Magnolia Private Wealth, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 16,987 shares of ITOT stock, worth $2.5 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
16,987
Previous 17,020
0.19%
Holding current value
$2.5 Million
Previous $2.08 Billion
10.46%
% of portfolio
1.78%
Previous 1.71%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,638Shares Held
324MCall Options Held
69.1KPut Options Held
33.4K-
Wells Fargo & Company San Francisco, CA59.3MShares$8.73 Billion1.71% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.18 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.3MShares$1.66 Billion3.24% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.56 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.54 Billion0.09% of portfolio