Crestwood Advisors Group LLC Ishares Core S&P Total U.S. St Transaction History
Crestwood Advisors Group LLC
- $5.07 Billion
- Q1 2025
A detailed history of Crestwood Advisors Group LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 407,248 shares of ITOT stock, worth $53.1 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
407,248
Previous 397,108
2.55%
Holding current value
$53.1 Million
Previous $51.1 Million
2.72%
% of portfolio
0.98%
Previous 0.99%
Shares
31 transactions
Others Institutions Holding ITOT
# of Institutions
1,577Shares Held
320MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$7.63 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.35 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.5MShares$1.5 Billion3.34% of portfolio
-
Wealthfront Advisers LLC11MShares$1.43 Billion3.84% of portfolio
-
Morgan Stanley New York, NY10.3MShares$1.34 Billion0.09% of portfolio