Legacy Financial Advisors, Inc. Ishares Core S&P Total U.S. St Transaction History
Legacy Financial Advisors, Inc.
- $527 Million
- Q2 2025
A detailed history of Legacy Financial Advisors, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 198,558 shares of ITOT stock, worth $28.7 Million. This represents 5.09% of its overall portfolio holdings.
Number of Shares
198,558
Previous 203,683
2.52%
Holding current value
$28.7 Million
Previous $24.9 Million
7.9%
% of portfolio
5.09%
Previous 4.99%
Shares
31 transactions
Others Institutions Holding ITOT
# of Institutions
1,644Shares Held
325MCall Options Held
69.1KPut Options Held
33.4K-
Wells Fargo & Company San Francisco, CA59.3MShares$8.57 Billion1.71% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.05 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.3MShares$1.63 Billion3.24% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.53 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.51 Billion0.09% of portfolio