Wms Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Wms Partners, LLC

$1.74 Billion
Q4 2024

A detailed history of Wms Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Wms Partners, LLC holds 2,577 shares of ITOT stock, worth $346,864. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,577

Holding current value

$346,864

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$124.26 - $134.12 $320,218 - $345,627	2,577 New	2,577 $331,000

Others Institutions Holding ITOT

# of Institutions

1,528

Shares Held

304M

Call Options Held

53K

Put Options Held

29.4K

Wells Fargo & Company San Francisco, CA

55.3M
Shares

$7.44 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

48.8M
Shares

$6.56 Billion
0.13% of portfolio
Betterment LLC New York, NY

11.8M
Shares

$1.59 Billion
3.65% of portfolio
Morgan Stanley New York, NY

10.5M
Shares

$1.42 Billion
0.1% of portfolio
Alliancebernstein L.P. New York, NY

9.02M
Shares

$1.21 Billion
0.41% of portfolio

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About ISHARES CORE S&P TOTAL U.S. ST

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