Shira Ridge Wealth Management Ishares Core S&P Total U.S. St Transaction History
Shira Ridge Wealth Management
- $204 Billion
- Q4 2024
A detailed history of Shira Ridge Wealth Management transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Shira Ridge Wealth Management holds 2,788 shares of ITOT stock, worth $356,947. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,788
Previous 2,785
0.11%
Holding current value
$356,947
Previous $350 Million
2.5%
% of portfolio
0.18%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding ITOT
# of Institutions
1,387Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.05 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.24 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.55 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.34 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.14 Billion0.39% of portfolio