Private Wealth Asset Management, LLC Ishares Core S&P Total U.S. St Transaction History
Private Wealth Asset Management, LLC
- $800 Million
- Q3 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 75,803 shares of ITOT stock, worth $11.1 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
75,803
Previous 75,424
0.5%
Holding current value
$11.1 Million
Previous $10.2 Billion
99.89%
% of portfolio
1.38%
Previous 1.35%
Shares
3 transactions
Others Institutions Holding ITOT
# of Institutions
1,703Shares 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