Appleton Partners Inc Ishares Core S&P Total U.S. St Transaction History

Appleton Partners Inc

$1.29 Billion
Q1 2025

A detailed history of Appleton Partners Inc transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Appleton Partners Inc holds 2,891 shares of ITOT stock, worth $337,697. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,891

Holding current value

$337,697

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$120.29 - $134.6 $347,758 - $389,128	2,891 New	2,891 $353,000

Others Institutions Holding ITOT

# of Institutions

1,566

Shares Held

313M

Call Options Held

53K

Put Options Held

29.4K

Wells Fargo & Company San Francisco, CA

55.3M
Shares

$6.46 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

48.8M
Shares

$5.7 Billion
0.13% of portfolio
Betterment LLC New York, NY

11.8M
Shares

$1.38 Billion
3.65% of portfolio
Morgan Stanley New York, NY

10.5M
Shares

$1.23 Billion
0.1% of portfolio
Wealthfront Advisers LLC

9.75M
Shares

$1.14 Billion
3.69% of portfolio

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

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Appleton Partners Inc Ishares Core S&P Total U.S. St Transaction History