Doyle Wealth Management Ishares Core S&P Total U.S. St Transaction History
Doyle Wealth Management
- $1.16 Billion
- Q3 2022
A detailed history of Doyle Wealth Management transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Doyle Wealth Management holds 7,559 shares of ITOT stock, worth $999,677. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,559
Previous 7,318
3.29%
Holding current value
$999,677
Previous $613,000
1.96%
% of portfolio
0.05%
Previous 0.05%
Shares
16 transactions
Others Institutions Holding ITOT
# of Institutions
1,482Shares Held
323MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.28 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.45 Billion0.13% of portfolio
-
Life Planning Partners, Inc24MShares$3.17 Billion22.76% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.6 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.39 Billion0.1% of portfolio