Integrated Wealth Concepts LLC Ishares Core S&P Total U.S. St Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 196,216 shares of ITOT stock, worth $25 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
196,216
Previous 226,085
13.21%
Holding current value
$25 Million
Previous $28.4 Million
11.14%
% of portfolio
0.31%
Previous 0.36%
Shares
29 transactions
Others Institutions Holding ITOT
# of Institutions
1,538Shares Held
303MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$7.05 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.22 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.5 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.34 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.15 Billion0.41% of portfolio