Robertson Stephens Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 158,044 shares of ITOT stock, worth $19.5 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
158,044
Previous 161,394
2.08%
Holding current value
$19.5 Million
Previous $20.3 Million
0.26%
% of portfolio
0.74%
Previous 0.75%
Shares
18 transactions
Others Institutions Holding ITOT
# of Institutions
1,541Shares Held
303MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.82 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.01 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.46 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.3 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.11 Billion0.41% of portfolio