Sheets Smith Wealth Management Ishares Core S&P Total U.S. St Transaction History
Sheets Smith Wealth Management
- $832 Million
- Q2 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 42,533 shares of ITOT stock, worth $5.78 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
42,533
Previous 42,700
0.39%
Holding current value
$5.78 Million
Previous $5.21 Million
10.25%
% of portfolio
0.69%
Previous 0.66%
Shares
31 transactions
Others Institutions Holding ITOT
# of Institutions
1,616Shares Held
322MCall Options Held
67.9KPut Options Held
29K-
Wells Fargo & Company San Francisco, CA58.6MShares$7.96 Billion1.67% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.62 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.5MShares$1.57 Billion3.34% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.43 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.3MShares$1.4 Billion0.09% of portfolio