Independent Solutions Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Independent Solutions Wealth Management, LLC
- $447 Billion
- Q1 2025
A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 52,971 shares of ITOT stock, worth $7.15 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
52,971
Previous 53,045
0.14%
Holding current value
$7.15 Million
Previous $6.82 Billion
5.27%
% of portfolio
1.45%
Previous 1.49%
Shares
22 transactions
Others Institutions Holding ITOT
# of Institutions
1,577Shares Held
320MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$7.91 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.58 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.5MShares$1.56 Billion3.34% of portfolio
-
Wealthfront Advisers LLC11MShares$1.49 Billion3.84% of portfolio
-
Morgan Stanley New York, NY10.3MShares$1.39 Billion0.09% of portfolio