Roundview Capital LLC Ishares Core S&P Total U.S. St Transaction History
Roundview Capital LLC
- $1.35 Billion
- Q3 2024
A detailed history of Roundview Capital LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Roundview Capital LLC holds 3,293 shares of ITOT stock, worth $438,660. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,293
Previous 2,732
20.53%
Holding current value
$438,660
Previous $324,000
27.47%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding ITOT
# of Institutions
1,434Shares Held
327MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.34 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.5 Billion0.13% of portfolio
-
Life Planning Partners, Inc24MShares$3.19 Billion22.76% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.62 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.4 Billion0.1% of portfolio