Aegis Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Aegis Wealth Management LLC
- $170 Billion
- Q1 2025
A detailed history of Aegis Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Aegis Wealth Management LLC holds 47,167 shares of ITOT stock, worth $6.06 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
47,167
Previous 47,518
0.74%
Holding current value
$6.06 Million
Previous $6.11 Billion
5.84%
% of portfolio
3.38%
Previous 4.13%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,575Shares Held
320MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$7.52 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.26 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.5MShares$1.48 Billion3.34% of portfolio
-
Wealthfront Advisers LLC11MShares$1.41 Billion3.84% of portfolio
-
Morgan Stanley New York, NY10.3MShares$1.32 Billion0.09% of portfolio