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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-865- 5.86% |
$104K - $116K
|
13.9K
$1.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
11.7K+ 19.72% |
$1.4M - $1.57M
|
70.7K
$8.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-11.5K- 21.96% |
$1.39M - $1.55M
|
40.9K
$4.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-747- 0.16% |
$89.9K - $101K
|
466K
$54.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
213+ 1.27% |
$25.6K - $28.7K
|
17K
$1.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
3+ 0.04% |
$361 - $404
|
7.14K
$835K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
16.5K+ 82.64% |
$1.98M - $2.22M
|
36.4K
$4.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-18- 0.26% |
$2.17K - $2.42K
|
6.83K
$799K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.05% |
$120 - $135
|
1.85K
$217K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-227- 1.34% |
$27.3K - $30.6K
|
16.8K
$1.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.08KNew |
$251K - $280K
|
2.08K
$244K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-301- 8.67% |
$36.2K - $40.5K
|
3.17K
$371K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-387- 1.97% |
$46.6K - $52.1K
|
19.2K
$2.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-66- 1.85% |
$7.94K - $8.88K
|
3.5K
$410K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-18- 4.96% |
$2.17K - $2.42K
|
345
$40.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
815New |
$98K - $110K
|
815
$95.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
100+ 18.28% |
$12K - $13.5K
|
647
$75.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-335- 11.7% |
$40.3K - $45.1K
|
2.53K
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
136+ 4.59% |
$16.4K - $18.3K
|
3.1K
$363K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-167- 1.54% |
$20.1K - $22.5K
|
10.7K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
9+ 0.45% |
$1.08K - $1.21K
|
2.02K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.09K- 8.99% |
$131K - $147K
|
11K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.06K+ 18.47% |
$127K - $142K
|
6.79K
$794K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
423+ 9.38% |
$50.9K - $56.9K
|
4.93K
$577K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
4.79K+ 5.33% |
$576K - $645K
|
94.7K
$11.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.02KNew |
$483K - $541K
|
4.02K
$470K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.45KNew |
$295K - $330K
|
2.45K
$287K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.13KNew |
$256K - $287K
|
2.13K
$249K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-368- 10.14% |
$44.3K - $49.5K
|
3.26K
$382K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.32K- 33.0% |
$399K - $446K
|
6.73K
$787K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.21K+ 20.48% |
$145K - $163K
|
7.11K
$832K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-35- 1.83% |
$4.21K - $4.71K
|
1.88K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-369- 5.88% |
$44.4K - $49.7K
|
5.91K
$691K
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.92K- 51.61% |
$231K - $258K
|
1.8K
$211K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.41K+ 2.77% |
$169K - $190K
|
52.2K
$6.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
231New |
$27.8K - $31.1K
|
231
$27K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
74.1K+ 11.15% |
$8.92M - $9.98M
|
739K
$86.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-186- 4.14% |
$22.4K - $25K
|
4.31K
$504K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-439- 2.51% |
$52.8K - $59.1K
|
17K
$1.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
745+ 2.02% |
$89.6K - $100K
|
37.7K
$4.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-60.6K- 11.07% |
$7.29M - $8.16M
|
487K
$56.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.93K+ 303.62% |
$232K - $260K
|
2.57K
$300K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4.49K- 31.58% |
$540K - $604K
|
9.73K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-6- 0.32% |
$722 - $808
|
1.88K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-459- 8.83% |
$55.2K - $61.8K
|
4.74K
$555K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
710+ 20.14% |
$85.4K - $95.6K
|
4.24K
$496K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.35K- 25.73% |
$643K - $720K
|
15.4K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
1.66KNew |
$200K - $223K
|
1.66K
$194K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
49+ 0.58% |
$5.89K - $6.6K
|
8.43K
$987K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.15K- 4.13% |
$499K - $559K
|
96.3K
$11.3M
|