Summit Investment Advisory Services, LLC Ishares Core S&P Total U.S. St Transaction History
Summit Investment Advisory Services, LLC
- $204 Billion
- Q1 2025
A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 28,189 shares of ITOT stock, worth $3.41 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
28,189
Previous 27,763
1.53%
Holding current value
$3.41 Million
Previous $3.57 Billion
3.68%
% of portfolio
1.69%
Previous 1.84%
Shares
8 transactions
Others Institutions Holding ITOT
# of Institutions
1,579Shares Held
315MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.69 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.9 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.43 Billion3.65% of portfolio
-
Wealthfront Advisers LLC11MShares$1.33 Billion3.84% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.27 Billion0.1% of portfolio