Cascade Financial Partners, LLC Ishares Core S&P Total U.S. St Transaction History
Cascade Financial Partners, LLC
- $872 Billion
- Q3 2025
A detailed history of Cascade Financial Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 19,495 shares of ITOT stock, worth $2.85 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
19,495
Previous 19,471
0.12%
Holding current value
$2.85 Million
Previous $2.63 Billion
7.99%
% of portfolio
0.33%
Previous 0.32%
Shares
6 transactions
Others Institutions Holding ITOT
# of Institutions
1,719Shares 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