Roger Wittlin Investment Advisory, LLC Ishares Core S&P Total U.S. St Transaction History
Roger Wittlin Investment Advisory, LLC
- $177 Million
- Q2 2025
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 112,275 shares of ITOT stock, worth $16.5 Million. This represents 8.57% of its overall portfolio holdings.
Number of Shares
112,275
Previous 131,287
14.48%
Holding current value
$16.5 Million
Previous $16 Million
5.35%
% of portfolio
8.57%
Previous 9.52%
Shares
11 transactions
Others Institutions Holding ITOT
# of Institutions
1,638Shares Held
325MCall 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