Occidental Asset Management, LLC Ishares Core S&P Total U.S. St Transaction History
Occidental Asset Management, LLC
- $717 Million
- Q2 2025
A detailed history of Occidental Asset Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Occidental Asset Management, LLC holds 2,136 shares of ITOT stock, worth $314,568. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,136
Previous 2,152
0.74%
Holding current value
$314,568
Previous $262,000
9.92%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding ITOT
# of Institutions
1,638Shares Held
324MCall Options Held
69.1KPut Options Held
33.4K-
Wells Fargo & Company San Francisco, CA59.3MShares$8.73 Billion1.71% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.18 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.3MShares$1.66 Billion3.24% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.56 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.54 Billion0.09% of portfolio