Smith Shellnut Wilson LLC Ishares Core S&P Total U.S. St Transaction History
Smith Shellnut Wilson LLC
- $215 Million
- Q1 2025
A detailed history of Smith Shellnut Wilson LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Smith Shellnut Wilson LLC holds 97,919 shares of ITOT stock, worth $11.4 Million. This represents 5.56% of its overall portfolio holdings.
Number of Shares
97,919
Previous 84,981
15.22%
Holding current value
$11.4 Million
Previous $10.9 Million
9.3%
% of portfolio
5.56%
Previous 4.9%
Shares
30 transactions
Others Institutions Holding ITOT
# of Institutions
1,566Shares Held
313MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.46 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.7 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.38 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.23 Billion0.1% of portfolio
-
Wealthfront Advisers LLC9.75MShares$1.14 Billion3.69% of portfolio