Convergence Financial, LLC Ishares Core S&P Total U.S. St Transaction History
Convergence Financial, LLC
- $582 Billion
- Q2 2025
A detailed history of Convergence Financial, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Convergence Financial, LLC holds 18,501 shares of ITOT stock, worth $2.57 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
18,501
Previous 12,267
50.82%
Holding current value
$2.57 Million
Previous $1.5 Billion
66.92%
% of portfolio
0.43%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,615Shares Held
320MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$8.15 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.78 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.5MShares$1.6 Billion3.34% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.47 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.3MShares$1.43 Billion0.09% of portfolio