Palo Alto Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Palo Alto Wealth Advisors, LLC

  • $343 Billion
  • Q3 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 1,349 shares of ITOT stock, worth $197,426. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,349
Holding current value
$197,426
% of portfolio
0.06%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$135.0 - $146.02 $182,115 - $196,980
1,349 New
1,349 $201 Million

Others Institutions Holding ITOT

# of Institutions
1,703
Shares Held
334M
Call Options Held
61.7K
Put Options Held
36K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Palo Alto Wealth Advisors, LLC Portfolio

Follow Palo Alto Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email