Roger Wittlin Investment Advisory, LLC Ishares Core S&P Total U.S. St Transaction History
Roger Wittlin Investment Advisory, LLC
- $176 Million
- Q4 2024
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 132,051 shares of ITOT stock, worth $17.3 Million. This represents 9.64% of its overall portfolio holdings.
Number of Shares
132,051
Previous 91,563
44.22%
Holding current value
$17.3 Million
Previous $11.5 Million
47.66%
% of portfolio
9.64%
Previous 6.72%
Shares
9 transactions
Others Institutions Holding ITOT
# of Institutions
1,533Shares Held
304MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$7.26 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.41 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.55 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.38 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.18 Billion0.41% of portfolio