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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2- 2.47% |
$249 - $268
|
79
$11.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
152+ 62.55% |
$18.9K - $20.4K
|
395
$57.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
432New |
$53.7K - $57.9K
|
432
$63.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-543- 7.29% |
$67.5K - $72.8K
|
6.91K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-351- 6.77% |
$43.6K - $47.1K
|
4.83K
$707K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
28New |
$3.48K - $3.76K
|
28
$4.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-100- 38.17% |
$12.4K - $13.4K
|
162
$23.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
745+ 32.39% |
$92.6K - $99.9K
|
3.05K
$446K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
188New |
$23.4K - $25.2K
|
188
$27.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
113K+ 5505.16% |
$14M - $15.2M
|
115K
$16.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.77KNew |
$220K - $238K
|
1.77K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
508New |
$63.1K - $68.1K
|
508
$74.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
31New |
$3.85K - $4.16K
|
31
$4.54K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
200New |
$24.9K - $26.8K
|
200
$29.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-420- 12.32% |
$52.2K - $56.3K
|
2.99K
$437K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
2.17KNew |
$270K - $291K
|
2.17K
$317K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.13K- 80.13% |
$140K - $151K
|
280
$41K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
227New |
$28.2K - $30.4K
|
227
$33.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.64KNew |
$204K - $220K
|
1.64K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.57KNew |
$567K - $612K
|
4.57K
$668K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-159- 2.08% |
$19.8K - $21.3K
|
7.5K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
272New |
$33.8K - $36.5K
|
272
$39.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-31.7K- 89.05% |
$3.94M - $4.25M
|
3.9K
$571K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6.2KNew |
$771K - $832K
|
6.2K
$908K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
415+ 10.86% |
$51.6K - $55.7K
|
4.24K
$620K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.61KNew |
$324K - $350K
|
2.61K
$382K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-325- 1.59% |
$40.4K - $43.6K
|
20.2K
$2.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.63KNew |
$202K - $218K
|
1.63K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
2.65KNew |
$329K - $355K
|
2.65K
$387K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
700+ 29.08% |
$87K - $93.9K
|
3.11K
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-25- 0.48% |
$3.11K - $3.35K
|
5.22K
$764K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-76- 1.71% |
$9.44K - $10.2K
|
4.36K
$638K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
131+ 6.38% |
$16.3K - $17.6K
|
2.18K
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.5KNew |
$435K - $469K
|
3.5K
$512K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.65KNew |
$205K - $221K
|
1.65K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
7.23KNew |
$899K - $970K
|
7.23K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-140- 10.03% |
$17.4K - $18.8K
|
1.26K
$184K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-30- 1.54% |
$3.73K - $4.02K
|
1.92K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
4.14KNew |
$514K - $555K
|
4.14K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
200+ 11.04% |
$24.9K - $26.8K
|
2.01K
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
150New |
$18.6K - $20.1K
|
150
$22K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1+ 0.05% |
$124 - $134
|
2.05K
$299K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
9.3KNew |
$1.16M - $1.25M
|
9.3K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
6.55KNew |
$814K - $878K
|
6.55K
$958K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
3.59KNew |
$446K - $481K
|
3.59K
$525K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
11.4KNew |
$1.41M - $1.53M
|
11.4K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-25- 12.63% |
$3.11K - $3.35K
|
173
$25.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.68KNew |
$706K - $762K
|
5.68K
$831K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
1.56KNew |
$193K - $209K
|
1.56K
$228K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$124 - $134
|
2.86K
$418K
|
|