Weatherly Asset Management L. P. Ishares Core S&P Total U.S. St Transaction History
Weatherly Asset Management L. P.
- $1.11 Billion
- Q4 2024
A detailed history of Weatherly Asset Management L. P. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Weatherly Asset Management L. P. holds 151,132 shares of ITOT stock, worth $19.9 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
151,132
Previous 150,364
0.51%
Holding current value
$19.9 Million
Previous $18.9 Million
2.91%
% of portfolio
1.75%
Previous 1.66%
Shares
30 transactions
Others Institutions Holding ITOT
# of Institutions
1,533Shares Held
304MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$7.26 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.41 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.55 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.38 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.18 Billion0.41% of portfolio