Talisman Wealth Advisors LLC Ishares Core S&P Total U.S. St Transaction History
Talisman Wealth Advisors LLC
- $120 Million
- Q3 2025
A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 15,829 shares of ITOT stock, worth $2.32 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
15,829
Previous 15,198
4.15%
Holding current value
$2.32 Million
Previous $2.05 Million
12.33%
% of portfolio
1.92%
Previous 1.87%
Shares
11 transactions
Others Institutions Holding ITOT
# of Institutions
1,708Shares 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