Client 1 St Advisory Group, LLC Ishares Core S&P Total U.S. St Transaction History
Client 1 St Advisory Group, LLC
- $306 Million
- Q3 2025
A detailed history of Client 1 St Advisory Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 5,680 shares of ITOT stock, worth $831,268. This represents 0.27% of its overall portfolio holdings.
Number of Shares
5,680
Previous 5,680
-0.0%
Holding current value
$831,268
Previous $767,000
7.82%
% of portfolio
0.27%
Previous 0.28%
Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,705Shares 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