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 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
402+ 1.7% |
$50K - $53.9K
|
24K
$3.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
21.4KNew |
$2.66M - $2.87M
|
21.4K
$2.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
75.9KNew |
$9.43M - $10.2M
|
75.9K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-100- 3.17% |
$12.4K - $13.4K
|
3.06K
$409K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.01% |
$249 - $268
|
17.3K
$2.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
197+ 5.23% |
$24.5K - $26.4K
|
3.96K
$530K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.72K- 90.58% |
$587K - $633K
|
491
$65.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.08% |
$249 - $268
|
2.5K
$335K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.11K+ 69.35% |
$263K - $283K
|
5.16K
$690K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
89+ 0.34% |
$11.1K - $11.9K
|
26.2K
$3.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.16K- 0.33% |
$145K - $156K
|
348K
$46.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-166- 0.74% |
$20.6K - $22.3K
|
22.2K
$2.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-934K- 87.69% |
$116M - $125M
|
131K
$17.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-908- 9.34% |
$113K - $122K
|
8.82K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.5K+ 56.87% |
$1.43M - $1.54M
|
31.7K
$4.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-50- 0.67% |
$6.21K - $6.71K
|
7.44K
$996K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-375- 0.65% |
$46.6K - $50.3K
|
57.7K
$7.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
48+ 0.29% |
$5.96K - $6.44K
|
16.8K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
23.8KNew |
$2.96M - $3.19M
|
23.8K
$3.19M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.49K- 0.31% |
$185K - $199K
|
471K
$63M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.17KNew |
$145K - $157K
|
1.17K
$156K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-25- 0.48% |
$3.11K - $3.35K
|
5.22K
$698K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-8.15K- 34.68% |
$1.01M - $1.09M
|
15.4K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-668- 0.98% |
$83K - $89.6K
|
67.2K
$8.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.36KNew |
$293K - $317K
|
2.36K
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
5+ 0.12% |
$621 - $671
|
4.01K
$536K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.6K+ 41.67% |
$2.81M - $3.03M
|
76.8K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-180- 19.76% |
$22.4K - $24.1K
|
731
$97.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-407K- 57.23% |
$50.6M - $54.6M
|
304K
$40.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
71.3K+ 7.81% |
$8.86M - $9.56M
|
984K
$132M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
436New |
$54.2K - $58.5K
|
436
$58.3K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-16- 0.52% |
$1.99K - $2.15K
|
3.06K
$409K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.74K+ 4.25% |
$714K - $770K
|
141K
$18.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
11+ 2.38% |
$1.37K - $1.48K
|
474
$63.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-47- 5.22% |
$5.84K - $6.3K
|
853
$114K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 14.61% |
$134K - $145K
|
6.31K
$844K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.32K- 6.04% |
$661K - $714K
|
82.8K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
300K+ 43.6% |
$37.3M - $40.3M
|
989K
$132M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-79- 3.08% |
$9.82K - $10.6K
|
2.49K
$333K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.57K- 4.37% |
$319K - $345K
|
56.2K
$7.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
5.81KNew |
$722K - $779K
|
5.81K
$777K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
753+ 9.86% |
$93.6K - $101K
|
8.39K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
592+ 30.44% |
$73.6K - $79.4K
|
2.54K
$339K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.34K- 7.92% |
$1.16M - $1.25M
|
109K
$14.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-281- 10.68% |
$34.9K - $37.7K
|
2.35K
$315K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.18% |
$373 - $402
|
1.69K
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
4.1K+ 62.52% |
$509K - $549K
|
10.6K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
7.4K+ 5.58% |
$919K - $992K
|
140K
$18.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 0.72% |
$164K - $177K
|
182K
$24.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.35K- 2.08% |
$416K - $449K
|
158K
$21.1M
|