Forte Asset Management LLC Ishares Core S&P Total U.S. St Transaction History
Forte Asset Management LLC
- $194 Million
- Q1 2025
A detailed history of Forte Asset Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Forte Asset Management LLC holds 27,432 shares of ITOT stock, worth $3.32 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
27,432
Previous 27,347
0.31%
Holding current value
$3.32 Million
Previous $3.52 Million
4.86%
% of portfolio
1.72%
Previous 1.91%
Shares
12 transactions
Others Institutions Holding ITOT
# of Institutions
1,577Shares Held
314MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.69 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.9 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.43 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.27 Billion0.1% of portfolio
-
Wealthfront Advisers LLC9.75MShares$1.18 Billion3.69% of portfolio