Schrum Private Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Schrum Private Wealth Management LLC
- $135 Million
- Q3 2025
A detailed history of Schrum Private Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 19,488 shares of ITOT stock, worth $2.85 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
19,488
Previous 18,529
5.18%
Holding current value
$2.85 Million
Previous $2.5 Million
13.43%
% of portfolio
2.1%
Previous 2.02%
Shares
16 transactions
Others Institutions Holding ITOT
# of Institutions
1,703Shares Held
334MCall Options Held
61.7KPut Options Held
36K-
Wells Fargo & Company San Francisco, CA63.2MShares$9.25 Billion1.81% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 Billion0.13% of portfolio
-
Betterment LLC New York, NY10.9MShares$1.6 Billion3.15% of portfolio
-
Morgan Stanley New York, NY10.7MShares$1.57 Billion0.1% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.54 Billion3.7% of portfolio