Blue Bell Private Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History
Blue Bell Private Wealth Management, LLC
- $626 Million
- Q3 2025
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 4,669 shares of ITOT stock, worth $683,308. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,669
Previous 4,597
1.57%
Holding current value
$683,308
Previous $620,000
9.68%
% of portfolio
0.11%
Previous 0.11%
Shares
14 transactions
Others Institutions Holding ITOT
# of Institutions
1,720Shares 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