Delap Wealth Advisory, LLC Ishares Core S&P Total U.S. St Transaction History
Delap Wealth Advisory, LLC
- $208 Billion
- Q2 2025
A detailed history of Delap Wealth Advisory, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 192,900 shares of ITOT stock, worth $27.9 Million. This represents 12.51% of its overall portfolio holdings.
Number of Shares
192,900
Previous 169,038
14.12%
Holding current value
$27.9 Million
Previous $20.6 Billion
26.3%
% of portfolio
12.51%
Previous 11.5%
Shares
11 transactions
Others Institutions Holding ITOT
# of Institutions
1,644Shares 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