Badgley Phelps Wealth Managers, LLC Ishares Core S&P Total U.S. St Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.67 Billion
- Q3 2025
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 23,697 shares of ITOT stock, worth $3.47 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
23,697
Previous 24,740
4.22%
Holding current value
$3.47 Million
Previous $3.34 Million
3.32%
% of portfolio
0.07%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding ITOT
# of Institutions
1,704Shares Held
334MCall Options Held
61.7KPut Options Held
36K-
Wells Fargo & Company San Francisco, CA63.2MShares$9.25 Billion1.81% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 Billion0.13% of portfolio
-
Betterment LLC New York, NY10.9MShares$1.6 Billion3.15% of portfolio
-
Morgan Stanley New York, NY10.7MShares$1.57 Billion0.1% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.54 Billion3.7% of portfolio