Element Wealth, LLC Ishares Core S&P Total U.S. St Transaction History
Element Wealth, LLC
- $209 Million
- Q2 2025
A detailed history of Element Wealth, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Element Wealth, LLC holds 60,400 shares of ITOT stock, worth $8.73 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
60,400
Previous 64,536
6.41%
Holding current value
$8.73 Million
Previous $7.87 Million
3.58%
% of portfolio
3.91%
Previous 4.34%
Shares
14 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