Baker Tilly Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Baker Tilly Wealth Management, LLC
- $377 Million
- Q4 2025
A detailed history of Baker Tilly Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 33,849 shares of ITOT stock, worth $4.95 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
33,849
Previous 54,532
37.93%
Holding current value
$4.95 Million
Previous $7.94 Million
37.64%
% of portfolio
1.32%
Previous 1.85%
Shares
14 transactions
Others Institutions Holding ITOT
# of Institutions
1,708Shares Held
334MCall Options Held
61.7KPut Options Held
36K-
Wells Fargo & Company San Francisco, CA63.2MShares$9.25 Billion1.81% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 Billion0.13% of portfolio
-
Betterment LLC New York, NY10.9MShares$1.6 Billion3.15% of portfolio
-
Morgan Stanley New York, NY10.7MShares$1.57 Billion0.1% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.54 Billion3.7% of portfolio