Able Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Able Wealth Management LLC
- $169 Billion
- Q1 2025
A detailed history of Able Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Able Wealth Management LLC holds 21,845 shares of ITOT stock, worth $2.64 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
21,845
Previous 20,052
8.94%
Holding current value
$2.64 Million
Previous $2.58 Billion
3.34%
% of portfolio
1.57%
Previous 1.7%
Shares
6 transactions
Others Institutions Holding ITOT
# of Institutions
1,577Shares Held
314MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.69 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.9 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.43 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.27 Billion0.1% of portfolio
-
Wealthfront Advisers LLC9.75MShares$1.18 Billion3.69% of portfolio