Simon Quick Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Simon Quick Advisors, LLC
- $1.32 Billion
- Q1 2024
A detailed history of Simon Quick Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 554,930 shares of ITOT stock, worth $67 Million. This represents 4.84% of its overall portfolio holdings.
Number of Shares
554,930
Previous 555,582
0.12%
Holding current value
$67 Million
Previous $58.5 Million
9.44%
% of portfolio
4.84%
Previous 5.2%
Shares
8 transactions
Others Institutions Holding ITOT
# of Institutions
1,303Shares Held
293MCall Options Held
524KPut Options Held
45.1K-
Wells Fargo & Company San Francisco, CA48.6MShares$5.87 Billion1.37% of portfolio
-
Black Rock Inc. New York, NY43.5MShares$5.25 Billion0.12% of portfolio
-
Betterment LLC New York, NY12.7MShares$1.53 Billion3.94% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.28 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.91MShares$1.08 Billion0.37% of portfolio