Newman & Schimel, LLC Ishares Core S&P Total U.S. St Transaction History
Newman & Schimel, LLC
- $221 Million
- Q4 2022
A detailed history of Newman & Schimel, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Newman & Schimel, LLC holds 221,436 shares of ITOT stock, worth $29.3 Million. This represents 8.5% of its overall portfolio holdings.
Number of Shares
221,436
Previous 211,160
4.87%
Holding current value
$29.3 Million
Previous $16.8 Million
11.79%
% of portfolio
8.5%
Previous 8.3%
Shares
9 transactions
Others Institutions Holding ITOT
# of Institutions
1,379Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.3 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.46 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.61 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.18 Billion0.39% of portfolio