Transform Wealth, LLC Ishares Core S&P Total U.S. St Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
A detailed history of Transform Wealth, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Transform Wealth, LLC holds 5,908 shares of ITOT stock, worth $854,237. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,908
Previous 6,277
5.88%
Holding current value
$854,237
Previous $807,000
11.15%
% of portfolio
0.04%
Previous 0.05%
Shares
29 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