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
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.19K- 3.12% |
$148K - $160K
|
37K
$4.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.69KNew |
$459K - $495K
|
3.69K
$489K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-47- 5.22% |
$5.84K - $6.3K
|
853
$113K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 14.61% |
$134K - $145K
|
6.31K
$836K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.32K- 6.04% |
$661K - $714K
|
82.8K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
300K+ 43.6% |
$37.3M - $40.3M
|
989K
$131M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-79- 3.08% |
$9.82K - $10.6K
|
2.49K
$329K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.57K- 4.37% |
$319K - $345K
|
56.2K
$7.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
5.81KNew |
$722K - $779K
|
5.81K
$770K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
753+ 9.86% |
$93.6K - $101K
|
8.39K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
592+ 30.44% |
$73.6K - $79.4K
|
2.54K
$336K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.34K- 7.92% |
$1.16M - $1.25M
|
109K
$14.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-281- 10.68% |
$34.9K - $37.7K
|
2.35K
$311K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.18% |
$373 - $402
|
1.69K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
4.1K+ 62.52% |
$509K - $549K
|
10.6K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
7.4K+ 5.58% |
$919K - $992K
|
140K
$18.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 0.72% |
$164K - $177K
|
182K
$24.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.35K- 2.08% |
$416K - $449K
|
158K
$20.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-76- 1.71% |
$9.44K - $10.2K
|
4.36K
$578K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-13- 0.53% |
$1.62K - $1.74K
|
2.42K
$321K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-616- 18.22% |
$76.5K - $82.6K
|
2.77K
$366K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-128- 2.25% |
$15.9K - $17.2K
|
5.57K
$737K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
131+ 6.38% |
$16.3K - $17.6K
|
2.18K
$289K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.5KNew |
$435K - $469K
|
3.5K
$464K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-49- 0.43% |
$6.09K - $6.57K
|
11.2K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.06% |
$497 - $536
|
6.85K
$908K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-64- 0.42% |
$7.95K - $8.58K
|
15.2K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
171+ 1.85% |
$21.2K - $22.9K
|
9.41K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.65KNew |
$205K - $221K
|
1.65K
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
3.46KNew |
$429K - $463K
|
3.46K
$458K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14KNew |
$1.74M - $1.88M
|
14K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-991- 0.82% |
$123K - $133K
|
120K
$15.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-78- 2.04% |
$9.69K - $10.5K
|
3.75K
$496K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
7.23KNew |
$899K - $970K
|
7.23K
$958K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-25- 0.7% |
$3.11K - $3.35K
|
3.57K
$472K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-408- 6.15% |
$50.7K - $54.7K
|
6.23K
$826K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-24- 0.77% |
$2.98K - $3.22K
|
3.11K
$411K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-140- 10.03% |
$17.4K - $18.8K
|
1.26K
$166K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
10.4KNew |
$1.3M - $1.4M
|
10.4K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-22- 0.5% |
$2.73K - $2.95K
|
4.38K
$581K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
125+ 1.67% |
$15.5K - $16.8K
|
7.63K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.27K+ 15.07% |
$282K - $304K
|
17.3K
$2.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-3.82K- 27.31% |
$475K - $513K
|
10.2K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.55K- 20.7% |
$316K - $342K
|
9.76K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-149- 0.41% |
$18.5K - $20K
|
36.4K
$4.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-241- 1.19% |
$29.9K - $32.3K
|
20K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-77- 2.47% |
$9.57K - $10.3K
|
3.05K
$403K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
850+ 13.87% |
$106K - $114K
|
6.98K
$925K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
982+ 0.86% |
$122K - $132K
|
116K
$15.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
782+ 1.21% |
$97.2K - $105K
|
65.5K
$8.68M
|