Shepherd Financial Partners LLC Ishares Core S&P Total U.S. St Transaction History
Shepherd Financial Partners LLC
- $976 Million
- Q3 2025
A detailed history of Shepherd Financial Partners LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 2,450 shares of ITOT stock, worth $358,557. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,450
Previous 2,450
-0.0%
Holding current value
$358,557
Previous $330,000
7.88%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,713Shares 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