Pb Mares Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Pb Mares Wealth Management LLC
- $492 Million
- Q1 2025
A detailed history of Pb Mares Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 7,389 shares of ITOT stock, worth $997,515. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,389
Previous 7,629
3.15%
Holding current value
$997,515
Previous $981,000
8.15%
% of portfolio
0.18%
Previous 0.2%
Shares
21 transactions
Others Institutions Holding ITOT
# of Institutions
1,595Shares Held
321MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$7.91 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.58 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.5MShares$1.56 Billion3.34% of portfolio
-
Wealthfront Advisers LLC11MShares$1.49 Billion3.84% of portfolio
-
Morgan Stanley New York, NY10.3MShares$1.39 Billion0.09% of portfolio