First Ascent Asset Management, LLC Ishares Core S&P Total U.S. St Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
A detailed history of First Ascent Asset Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 52,622 shares of ITOT stock, worth $6.78 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
52,622
Previous 46,535
13.08%
Holding current value
$6.78 Million
Previous $4.38 Billion
26.33%
% of portfolio
0.62%
Previous 0.57%
Shares
15 transactions
Others Institutions Holding ITOT
# of Institutions
1,379Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.1 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.28 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.56 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.35 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.15 Billion0.39% of portfolio