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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.13% |
$842 - $942
|
5.53K
$635K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3.25K- 29.15% |
$391K - $438K
|
7.9K
$907K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-412- 9.4% |
$49.6K - $55.5K
|
3.97K
$456K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3K+ 43.32% |
$361K - $404K
|
9.94K
$1.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.32K- 3.55% |
$279K - $313K
|
63.2K
$7.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
363+ 2.23% |
$43.7K - $48.9K
|
16.6K
$1.91M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-92- 0.74% |
$11.1K - $12.4K
|
12.4K
$1.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.09% |
$120 - $135
|
1.05K
$121K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
80+ 4.15% |
$9.62K - $10.8K
|
2.01K
$231K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-750- 26.27% |
$90.2K - $101K
|
2.11K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
976+ 67.13% |
$117K - $131K
|
2.43K
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
816+ 0.96% |
$98.2K - $110K
|
86.2K
$9.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-189- 2.52% |
$22.7K - $25.4K
|
7.32K
$841K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-499- 8.57% |
$60K - $67.2K
|
5.32K
$611K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
580+ 8.13% |
$69.8K - $78.1K
|
7.71K
$885K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.55K- 20.2% |
$187K - $209K
|
6.13K
$704K
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
41+ 1.61% |
$4.93K - $5.52K
|
2.59K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-178- 0.1% |
$21.4K - $24K
|
186K
$21.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
4+ 0.24% |
$481 - $538
|
1.66K
$190K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.81K- 1.19% |
$218K - $244K
|
150K
$17.3M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.49K+ 72.4% |
$179K - $200K
|
3.54K
$406K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-18.3K- 24.11% |
$2.2M - $2.46M
|
57.6K
$6.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28+ 0.15% |
$3.37K - $3.77K
|
18.7K
$2.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.46K+ 12.98% |
$176K - $196K
|
12.7K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
87+ 1.89% |
$10.5K - $11.7K
|
4.69K
$539K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
296+ 0.71% |
$35.6K - $39.8K
|
42.1K
$4.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5.49K+ 1.52% |
$660K - $739K
|
366K
$42M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
176+ 0.17% |
$21.2K - $23.7K
|
106K
$12.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-169- 1.92% |
$20.3K - $22.7K
|
8.65K
$993K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.95K- 6.65% |
$957K - $1.07M
|
112K
$12.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
67.7K+ 203.52% |
$8.15M - $9.12M
|
101K
$11.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
2.12K+ 6.84% |
$255K - $285K
|
33.1K
$3.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.53KNew |
$905K - $1.01M
|
7.53K
$864K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-888- 1.66% |
$107K - $120K
|
52.5K
$6.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
361+ 11.94% |
$43.4K - $48.6K
|
3.38K
$389K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
5.35K+ 220.88% |
$644K - $720K
|
7.78K
$893K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9+ 0.28% |
$1.08K - $1.21K
|
3.2K
$367K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
6.8K+ 11.47% |
$818K - $916K
|
66.1K
$7.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
12.9K+ 15.22% |
$1.56M - $1.74M
|
97.9K
$11.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.69K- 25.41% |
$204K - $228K
|
4.97K
$570K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
1.29K+ 2.34% |
$156K - $174K
|
56.6K
$6.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
572+ 9.83% |
$68.8K - $77K
|
6.39K
$734K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 7.38% |
$1.4M - $1.57M
|
146K
$16.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18+ 56.25% |
$2.17K - $2.42K
|
50
$5.74K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.7K- 12.31% |
$204K - $228K
|
12.1K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
192KNew |
$23.1M - $25.8M
|
192K
$22M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-865- 5.86% |
$104K - $116K
|
13.9K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
11.7K+ 19.72% |
$1.4M - $1.57M
|
70.7K
$8.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-11.5K- 21.96% |
$1.39M - $1.55M
|
40.9K
$4.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-747- 0.16% |
$89.9K - $101K
|
466K
$53.5M
|