Sar Wealth Management Group, LLC Ishares Core S&P Total U.S. St Transaction History
Sar Wealth Management Group, LLC
- $151 Billion
- Q3 2024
A detailed history of Sar Wealth Management Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 67,309 shares of ITOT stock, worth $8.88 Million. This represents 5.59% of its overall portfolio holdings.
Number of Shares
67,309
Previous 68,064
1.11%
Holding current value
$8.88 Million
Previous $8.08 Billion
4.59%
% of portfolio
5.59%
Previous 5.68%
Shares
4 transactions
Others Institutions Holding ITOT
# of Institutions
1,379Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.26 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.43 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.6 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.38 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.18 Billion0.39% of portfolio