Heritage Wealth Advisors Ishares Core S&P Total U.S. St Transaction History

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025

A detailed history of Heritage Wealth Advisors transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Heritage Wealth Advisors holds 257,964 shares of ITOT stock, worth $37.8 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
257,964
Previous 258,328 0.14%
Holding current value
$37.8 Million
Previous $34.9 Million 7.71%
% of portfolio
1.71%
Previous 1.72%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$135.0 - $146.02 $49,140 - $53,151
-364 Reduced 0.14%
257,964 $37.6 Million
Q2 2025

Aug 11, 2025
SELL
$108.12 - $135.04 $29.1 Million - $36.4 Million
-269,357 Reduced 51.05%
258,328 $34.9 Million
Q1 2025

May 08, 2025
SELL
$120.29 - $134.6 $191,742 - $214,552
-1,594 Reduced 0.3%
527,685 $64.4 Million
Q4 2024

Feb 11, 2025
SELL
$124.26 - $134.12 $440,128 - $475,053
-3,542 Reduced 0.66%
529,279 $68.1 Million
Q3 2024

Nov 12, 2024
SELL
$113.41 - $125.62 $85,170 - $94,340
-751 Reduced 0.14%
532,821 $66.9 Million
Q2 2024

Dec 12, 2024
SELL
$108.78 - $119.23 $177,420 - $194,464
-1,631 Reduced 0.3%
533,572 $63.4 Million
Q2 2024

Aug 05, 2024
SELL
$108.78 - $119.23 $177,420 - $194,464
-1,631 Reduced 0.3%
533,572 $63.4 Million
Q1 2024

Dec 12, 2024
SELL
$103.16 - $115.3 $49,619 - $55,459
-481 Reduced 0.09%
535,203 $61.7 Million
Q1 2024

May 08, 2024
SELL
$103.16 - $115.3 $49,619 - $55,459
-481 Reduced 0.09%
535,203 $61.7 Million
Q4 2023

Dec 12, 2024
SELL
$90.04 - $105.69 $1.09 Million - $1.28 Million
-12,075 Reduced 2.2%
535,684 $56.4 Million
Q4 2023

Feb 09, 2024
SELL
$90.04 - $105.69 $1.09 Million - $1.28 Million
-12,075 Reduced 2.2%
535,684 $56.4 Million
Q3 2023

Dec 12, 2024
SELL
$93.72 - $101.39 $2.26 Million - $2.45 Million
-24,146 Reduced 4.22%
547,759 $51.6 Million
Q3 2023

Nov 08, 2023
SELL
$93.72 - $101.39 $2.26 Million - $2.45 Million
-24,146 Reduced 4.22%
547,759 $51.6 Million
Q2 2023

Dec 12, 2024
BUY
$89.03 - $97.84 $3.48 Million - $3.82 Million
39,084 Added 7.34%
571,905 $56 Million
Q2 2023

Aug 09, 2023
SELL
$89.03 - $97.84 $20,120 - $22,111
-226 Reduced 0.04%
571,905 $56 Million
Q1 2023

May 04, 2023
SELL
$84.12 - $93.15 $3.53 Million - $3.9 Million
-41,911 Reduced 6.83%
572,131 $51.8 Million
Q4 2022

Dec 12, 2024
SELL
$79.44 - $90.48 $580,150 - $660,775
-7,303 Reduced 1.18%
614,042 $52.1 Million
Q4 2022

Feb 06, 2023
SELL
$79.44 - $90.48 $580,150 - $660,775
-7,303 Reduced 1.18%
614,042 $52.1 Million
Q3 2022

Dec 12, 2024
BUY
$79.54 - $95.9 $7.04 Million - $8.49 Million
88,524 Added 16.61%
621,345 $49.4 Million
Q3 2022

Nov 10, 2022
SELL
$79.54 - $95.9 $5.53 Million - $6.67 Million
-69,535 Reduced 10.06%
621,345 $49.4 Million
Q2 2022

Aug 04, 2022
SELL
$80.96 - $102.19 $45,985 - $58,043
-568 Reduced 0.08%
690,880 $57.9 Million
Q1 2022

May 11, 2022
SELL
$93.09 - $107.63 $11.1 Million - $12.8 Million
-119,290 Reduced 14.71%
691,448 $69.8 Million
Q4 2021

Feb 02, 2022
SELL
$98.24 - $107.61 $132,132 - $144,735
-1,345 Reduced 0.17%
810,738 $86.7 Million
Q3 2021

Nov 02, 2021
SELL
$97.33 - $103.96 $441,391 - $471,458
-4,535 Reduced 0.56%
812,083 $79.9 Million
Q2 2021

Aug 09, 2021
SELL
$92.76 - $98.86 $1.33 Million - $1.42 Million
-14,358 Reduced 1.73%
816,618 $80.6 Million
Q2 2021

Jul 27, 2021
BUY
$92.76 - $98.86 $820,647 - $874,614
8,847 Added 1.08%
830,976 $71.6 Million
Q1 2021

Apr 27, 2021
SELL
$85.12 - $92.58 $753,056 - $819,055
-8,847 Reduced 1.06%
822,129 $75.3 Million
Q4 2020

Feb 01, 2021
BUY
$74.05 - $86.22 $35.9 Million - $41.8 Million
484,552 Added 139.87%
830,976 $71.6 Million
Q3 2020

Nov 03, 2020
SELL
$69.81 - $80.47 $2.16 Million - $2.49 Million
-30,953 Reduced 8.2%
346,424 $26.2 Million
Q2 2020

Jul 17, 2020
BUY
$54.49 - $72.8 $19.2 Million - $25.6 Million
351,990 Added 1386.5%
377,377 $26.2 Million
Q2 2020

Jul 17, 2020
SELL
$54.49 - $72.8 $19.7 Million - $26.3 Million
-361,425 Reduced 93.44%
25,387 $26.2 Million
Q1 2020

May 05, 2020
BUY
$49.67 - $76.42 $18.2 Million - $28 Million
366,832 Added 1836.0%
386,812 $22.1 Million
Q4 2019

Feb 04, 2020
BUY
$65.12 - $72.96 $23,378 - $26,192
359 Added 1.83%
19,980 $1.45 Million
Q3 2019

Oct 30, 2019
SELL
$64.37 - $68.57 $27,807 - $29,622
-432 Reduced 2.15%
19,621 $1.32 Million
Q2 2019

Aug 05, 2019
BUY
$62.47 - $67.06 $90,456 - $97,102
1,448 Added 7.78%
20,053 $0
Q1 2019

May 06, 2019
SELL
$55.45 - $64.92 $2.12 Million - $2.49 Million
-38,279 Reduced 67.29%
18,605 $0
Q4 2018

Jan 28, 2019
BUY
$53.25 - $66.76 $3.03 Million - $3.8 Million
56,863 Added 270776.19%
56,884 $3.23 Million
Q3 2018

Nov 14, 2018
BUY
$62.51 - $67.36 $1,312 - $1,414
21 New
21 $1,000

Others Institutions Holding ITOT

# of Institutions
1,706
Shares Held
334M
Call Options Held
61.7K
Put Options Held
36K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

ITOT Quotes by TradingView
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