Cherrydale Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Cherrydale Wealth Management, LLC
- $312 Million
- Q3 2025
A detailed history of Cherrydale Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 184,534 shares of ITOT stock, worth $26.7 Million. This represents 8.62% of its overall portfolio holdings.
Number of Shares
184,534
Previous 183,984
0.3%
Holding current value
$26.7 Million
Previous $24.8 Million
8.18%
% of portfolio
8.62%
Previous 8.81%
Shares
14 transactions
Others Institutions Holding ITOT
# of Institutions
1,647Shares Held
325MCall Options Held
69.1KPut Options Held
33.4K-
Wells Fargo & Company San Francisco, CA59.3MShares$8.57 Billion1.71% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.05 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.3MShares$1.63 Billion3.24% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.53 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.51 Billion0.09% of portfolio