Forvis Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 411,570 shares of ITOT stock, worth $49.5 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
411,570
Previous 413,404
0.44%
Holding current value
$49.5 Million
Previous $47.7 Million
2.56%
% of portfolio
1.23%
Previous 1.22%
Shares
29 transactions
Others Institutions Holding ITOT
# of Institutions
1,335Shares Held
302MCall Options Held
97.2KPut Options Held
16.1K-
Black Rock Inc. New York, NY48.8MShares$5.86 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA48MShares$5.77 Billion1.4% of portfolio
-
Betterment LLC New York, NY12.4MShares$1.49 Billion3.81% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.27 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.84MShares$1.06 Billion0.38% of portfolio