Sheets Smith Wealth Management Ishares Core S&P Total U.S. St Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
A detailed history of Sheets Smith Wealth Management transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Sheets Smith Wealth Management holds 42,541 shares of ITOT stock, worth $6.15 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
42,541
Previous 42,533
0.02%
Holding current value
$6.15 Million
Previous $5.74 Million
7.89%
% of portfolio
0.72%
Previous 0.69%
Shares
32 transactions
Others Institutions Holding ITOT
# of Institutions
1,644Shares Held
325MCall Options Held
69.1KPut Options Held
33.4K-
Wells Fargo & Company San Francisco, CA59.3MShares$8.57 Billion1.71% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.05 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.3MShares$1.63 Billion3.24% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.53 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.51 Billion0.09% of portfolio