Capital Performance Advisors LLP Ishares Core S&P Total U.S. St Transaction History
Capital Performance Advisors LLP
- $310 Million
- Q4 2024
A detailed history of Capital Performance Advisors LLP transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Capital Performance Advisors LLP holds 8,039 shares of ITOT stock, worth $1.06 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
8,039
Previous 2,442
229.2%
Holding current value
$1.06 Million
Previous $306,000
237.58%
% of portfolio
0.33%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding ITOT
# of Institutions
1,447Shares Held
326MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.29 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.46 Billion0.13% of portfolio
-
Life Planning Partners, Inc24MShares$3.17 Billion22.76% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.61 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio