Rolek Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Rolek Wealth Management LLC
- $116 Billion
- Q2 2025
A detailed history of Rolek Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Rolek Wealth Management LLC holds 6,651 shares of ITOT stock, worth $968,718. This represents 0.78% of its overall portfolio holdings.
Number of Shares
6,651
Previous 7,717
13.81%
Holding current value
$968,718
Previous $903 Million
0.54%
% of portfolio
0.78%
Previous 0.93%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,639Shares Held
325MCall Options Held
69.1KPut Options Held
33.4K-
Wells Fargo & Company San Francisco, CA59.3MShares$8.63 Billion1.71% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.1 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.3MShares$1.64 Billion3.24% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.54 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.52 Billion0.09% of portfolio