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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
730+ 2.05% |
$87.8K - $98.3K
|
36.3K
$4.66M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-426K- 52.45% |
$51.3M - $57.4M
|
387K
$49.6M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
356+ 4.14% |
$42.8K - $47.9K
|
8.95K
$1.15M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-41.6K- 10.36% |
$5M - $5.6M
|
360K
$46.2M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
980+ 13.75% |
$118K - $132K
|
8.11K
$1.04M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.44K+ 4.92% |
$533K - $597K
|
94.6K
$12.1M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-118K- 84.14% |
$14.2M - $15.9M
|
22.3K
$2.86M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-425- 26.06% |
$51.1K - $57.2K
|
1.21K
$155K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-141- 2.32% |
$17K - $19K
|
5.93K
$761K
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.94K+ 107.61% |
$233K - $261K
|
3.74K
$480K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.56K- 11.15% |
$187K - $210K
|
12.4K
$1.59M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-55.5K- 25.03% |
$6.68M - $7.47M
|
166K
$21.3M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-607- 5.36% |
$73K - $81.7K
|
10.7K
$1.38M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.58K+ 52.8% |
$190K - $212K
|
4.56K
$586K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
250+ 227.27% |
$30.1K - $33.7K
|
360
$46.2K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 3.38% |
$1.08K - $1.21K
|
275
$35.3K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-10- 10.1% |
$1.2K - $1.35K
|
89
$11.4K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-312- 36.62% |
$37.5K - $42K
|
540
$69.3K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-42.1K- 10.7% |
$5.07M - $5.67M
|
351K
$45.1M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-611K- 75.75% |
$73.5M - $82.3M
|
196K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
518+ 26.84% |
$62.3K - $69.7K
|
2.45K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-458- 2.38% |
$55.1K - $61.6K
|
18.8K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-153- 2.3% |
$18.4K - $20.6K
|
6.49K
$834K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
849+ 0.97% |
$102K - $114K
|
88.2K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
97+ 4.8% |
$11.7K - $13.1K
|
2.12K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-777- 5.61% |
$93.5K - $105K
|
13.1K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-122- 3.93% |
$14.7K - $16.4K
|
2.98K
$383K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.22K+ 26.8% |
$388K - $434K
|
15.2K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.12K+ 2.9% |
$616K - $689K
|
181K
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-5.02K- 53.63% |
$604K - $676K
|
4.34K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
36+ 0.08% |
$4.33K - $4.85K
|
44.1K
$5.66M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
68.9KNew |
$8.28M - $9.27M
|
68.9K
$8.84M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.64K+ 1.26% |
$679K - $759K
|
454K
$58.3M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.46% |
$241 - $269
|
438
$56.2K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-215- 8.94% |
$25.9K - $28.9K
|
2.19K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
1.49K+ 21.14% |
$179K - $200K
|
8.53K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.2K- 4.59% |
$1.23M - $1.37M
|
212K
$27.3M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.21K+ 295.72% |
$507K - $567K
|
5.64K
$724K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.4K+ 5.3% |
$1.25M - $1.4M
|
207K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
571+ 1.9% |
$68.7K - $76.9K
|
30.7K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-630- 0.33% |
$75.8K - $84.8K
|
193K
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-103- 2.89% |
$12.4K - $13.9K
|
3.46K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-16K- 31.95% |
$1.92M - $2.15M
|
34.1K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
507+ 1.78% |
$61K - $68.2K
|
29K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.76K- 2.79% |
$332K - $371K
|
96.2K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.15K+ 128.97% |
$259K - $289K
|
3.82K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
116K+ 4.78% |
$14M - $15.6M
|
2.54M
$326M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-8.48K- 79.59% |
$1.02M - $1.14M
|
2.17K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
84.8K+ 262.36% |
$10.2M - $11.4M
|
117K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
353K+ 5.92% |
$42.5M - $47.6M
|
6.33M
$813M
|