W.G. Shaheen & Associates Dba Whitney & CO Ishares Core S&P Total U.S. St Transaction History
W.G. Shaheen & Associates Dba Whitney & CO
- $963 Million
- Q2 2025
A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 205,734 shares of ITOT stock, worth $29.7 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
205,734
Previous 205,259
0.23%
Holding current value
$29.7 Million
Previous $25 Million
10.94%
% of portfolio
2.88%
Previous 2.8%
Shares
32 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