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 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-500- 16.67% |
$62.1K - $67.1K
|
2.5K
$366K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
442New |
$54.9K - $59.3K
|
442
$64.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
29+ 0.36% |
$3.6K - $3.89K
|
7.99K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
100+ 1.97% |
$12.4K - $13.4K
|
5.18K
$758K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-40- 13.2% |
$4.97K - $5.36K
|
263
$38.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.45K- 25.73% |
$304K - $328K
|
7.07K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.13KNew |
$140K - $151K
|
1.13K
$165K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-224- 2.23% |
$27.8K - $30K
|
9.81K
$1.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.92KNew |
$239K - $258K
|
1.92K
$281K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-20- 9.26% |
$2.49K - $2.68K
|
196
$28.7K
|
|
| Q3 2024 | |||||||
|
May 29, 2025
Q3 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-81- 3.71% |
$9.19K - $10.2K
|
2.1K
$308K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-585- 26.28% |
$66.3K - $73.5K
|
1.64K
$240K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-1.28K- 36.39% |
$146K - $161K
|
2.24K
$328K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$113 - $126
|
6.91K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.8K+ 79.9% |
$317K - $351K
|
6.29K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
98+ 2.36% |
$11.1K - $12.3K
|
4.25K
$622K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.98K- 9.87% |
$225K - $249K
|
18.1K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4.32KNew |
$490K - $542K
|
4.32K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.67KNew |
$189K - $209K
|
1.67K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.73KNew |
$536K - $594K
|
4.73K
$692K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-37- 0.8% |
$4.2K - $4.65K
|
4.61K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-6.93K- 42.28% |
$786K - $871K
|
9.46K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-516- 1.08% |
$58.5K - $64.8K
|
47.4K
$6.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-370- 10.02% |
$42K - $46.5K
|
3.32K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.3K- 63.99% |
$1.17M - $1.29M
|
5.8K
$849K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
13.6K+ 4984.25% |
$1.54M - $1.71M
|
13.9K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
538+ 27.7% |
$61K - $67.6K
|
2.48K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
110New |
$12.5K - $13.8K
|
110
$16.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-213- 9.62% |
$24.2K - $26.8K
|
2K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
25+ 3.12% |
$2.84K - $3.14K
|
827
$121K
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
15.1KNew |
$1.72M - $1.9M
|
15.1K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2+ 0.05% |
$227 - $251
|
3.67K
$537K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.18KNew |
$247K - $273K
|
2.18K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
861+ 5.3% |
$97.6K - $108K
|
17.1K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-487- 2.84% |
$55.2K - $61.2K
|
16.7K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.47K- 39.62% |
$167K - $185K
|
2.24K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-316- 25.65% |
$35.8K - $39.7K
|
916
$134K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
21+ 0.18% |
$2.38K - $2.64K
|
11.7K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.05K- 26.35% |
$232K - $258K
|
5.73K
$838K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-284- 11.59% |
$32.2K - $35.7K
|
2.17K
$317K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
622+ 24.37% |
$70.5K - $78.1K
|
3.17K
$465K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
499New |
$56.6K - $62.7K
|
499
$73K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
319New |
$36.2K - $40.1K
|
319
$46.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.36% |
$4.54K - $5.02K
|
11.2K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
323KNew |
$36.7M - $40.6M
|
323K
$47.3M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
56New |
$6.35K - $7.03K
|
56
$8.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
833New |
$94.5K - $105K
|
833
$122K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
5.8KNew |
$658K - $728K
|
5.8K
$849K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.1K+ 1.81% |
$124K - $138K
|
61.7K
$9.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
26.7K+ 1.87% |
$3.03M - $3.35M
|
1.45M
$213M
|
|