Latest Institutional Transactions on Ishares Core S&P Total U.S. St (ITOT)
This table provides information on the latest institutional transactions involving Ishares Core S&P Total U.S. St (ITOT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
7.23KNew |
$899K - $970K
|
7.23K
$967K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-25- 0.7% |
$3.11K - $3.35K
|
3.57K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-408- 6.15% |
$50.7K - $54.7K
|
6.23K
$834K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-24- 0.77% |
$2.98K - $3.22K
|
3.11K
$415K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-140- 10.03% |
$17.4K - $18.8K
|
1.26K
$168K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
10.4KNew |
$1.3M - $1.4M
|
10.4K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-22- 0.5% |
$2.73K - $2.95K
|
4.38K
$586K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
125+ 1.67% |
$15.5K - $16.8K
|
7.63K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.27K+ 15.07% |
$282K - $304K
|
17.3K
$2.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-3.82K- 27.31% |
$475K - $513K
|
10.2K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.55K- 20.7% |
$316K - $342K
|
9.76K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-149- 0.41% |
$18.5K - $20K
|
36.4K
$4.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-241- 1.19% |
$29.9K - $32.3K
|
20K
$2.68M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-77- 2.47% |
$9.57K - $10.3K
|
3.05K
$407K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
850+ 13.87% |
$106K - $114K
|
6.98K
$934K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
982+ 0.86% |
$122K - $132K
|
116K
$15.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
782+ 1.21% |
$97.2K - $105K
|
65.5K
$8.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-30- 1.54% |
$3.73K - $4.02K
|
1.92K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1K+ 47.89% |
$124K - $134K
|
3.09K
$413K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
5.26KNew |
$654K - $706K
|
5.26K
$704K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-108- 14.52% |
$13.4K - $14.5K
|
636
$85.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
136+ 7.23% |
$16.9K - $18.2K
|
2.02K
$270K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.77K+ 152.17% |
$345K - $372K
|
4.6K
$615K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.13K+ 4.41% |
$389K - $420K
|
74.1K
$9.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.6% |
$124 - $134
|
169
$22.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.12K- 1.16% |
$264K - $284K
|
180K
$24.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-31- 0.63% |
$3.85K - $4.16K
|
4.85K
$649K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-56- 1.84% |
$6.96K - $7.51K
|
2.99K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-111- 2.09% |
$13.8K - $14.9K
|
5.2K
$695K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
202New |
$25.1K - $27.1K
|
202
$27K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.71KNew |
$213K - $229K
|
1.71K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
4.14KNew |
$514K - $555K
|
4.14K
$553K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
27K+ 183.35% |
$3.36M - $3.63M
|
41.8K
$5.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
70+ 0.52% |
$8.7K - $9.39K
|
13.5K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-96- 3.63% |
$11.9K - $12.9K
|
2.55K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-707- 6.69% |
$87.9K - $94.8K
|
9.86K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
12.1KNew |
$1.51M - $1.63M
|
12.1K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-10- 0.12% |
$1.24K - $1.34K
|
8.51K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
14+ 0.37% |
$1.74K - $1.88K
|
3.8K
$509K
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
99.1KNew |
$12.3M - $13.3M
|
99.1K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
80+ 0.37% |
$9.94K - $10.7K
|
21.5K
$2.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
10.5KNew |
$1.3M - $1.41M
|
10.5K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
4.13KNew |
$513K - $554K
|
4.13K
$552K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-80- 2.13% |
$9.94K - $10.7K
|
3.68K
$492K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
619+ 3.38% |
$76.9K - $83K
|
18.9K
$2.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-19- 0.9% |
$2.36K - $2.55K
|
2.1K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-471- 0.14% |
$58.5K - $63.2K
|
348K
$46.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
333New |
$41.4K - $44.7K
|
333
$44.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.8K+ 34.25% |
$224K - $242K
|
7.06K
$944K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.31K- 2.29% |
$163K - $176K
|
56K
$7.49M
|