Investment Advisory Group, LLC Ishares Core S&P Total U.S. St Transaction History
Investment Advisory Group, LLC
- $355 Million
- Q3 2025
A detailed history of Investment Advisory Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Investment Advisory Group, LLC holds 42,140 shares of ITOT stock, worth $6.17 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
42,140
Previous 41,648
1.18%
Holding current value
$6.17 Million
Previous $5.62 Million
9.12%
% of portfolio
1.73%
Previous 1.76%
Shares
16 transactions
Others Institutions Holding ITOT
# of Institutions
1,704Shares 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