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 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.6K- 24.29% |
$193K - $216K
|
5K
$644K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
64+ 3.0% |
$7.7K - $8.61K
|
2.19K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-22- 0.42% |
$2.65K - $2.96K
|
5.26K
$677K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-317- 10.37% |
$38.1K - $42.7K
|
2.74K
$353K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-466- 2.69% |
$56.1K - $62.7K
|
16.9K
$2.17M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.53K+ 6.65% |
$184K - $206K
|
24.5K
$3.16M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-542K- 16.45% |
$65.2M - $72.9M
|
2.75M
$354M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
2.21KNew |
$265K - $297K
|
2.21K
$284K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
373+ 0.65% |
$44.9K - $50.2K
|
58.1K
$7.47M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
112+ 9.42% |
$13.5K - $15.1K
|
1.3K
$167K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-510- 3.19% |
$61.3K - $68.6K
|
15.5K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
547+ 0.27% |
$65.8K - $73.6K
|
205K
$26.4M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
4.68KNew |
$563K - $630K
|
4.68K
$602K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.91K- 18.56% |
$230K - $257K
|
8.39K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$361 - $404
|
3.54K
$455K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.26K- 2.24% |
$151K - $169K
|
54.9K
$7.07M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-1.16K- 39.31% |
$139K - $156K
|
1.79K
$230K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-750- 27.26% |
$90.2K - $101K
|
2K
$258K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
204+ 5.95% |
$24.5K - $27.5K
|
3.63K
$468K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-680- 6.16% |
$81.8K - $91.5K
|
10.4K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.7K+ 58.09% |
$204K - $229K
|
4.62K
$595K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.9K- 9.46% |
$1.79M - $2M
|
142K
$18.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36K+ 6.11% |
$4.34M - $4.85M
|
626K
$80.6M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-567- 5.81% |
$68.2K - $76.3K
|
9.19K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.04% |
$120 - $135
|
2.33K
$300K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
125+ 7.01% |
$15K - $16.8K
|
1.91K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
296+ 8.26% |
$35.6K - $39.8K
|
3.88K
$499K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.6K+ 243.46% |
$1.52M - $1.7M
|
17.8K
$2.3M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-263- 0.6% |
$31.6K - $35.4K
|
43.6K
$5.61M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.94K- 3.76% |
$234K - $262K
|
49.7K
$6.4M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.54KNew |
$666K - $745K
|
5.54K
$713K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.46K+ 21.33% |
$536K - $600K
|
25.3K
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.65K- 21.0% |
$439K - $491K
|
13.7K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-157- 8.16% |
$18.9K - $21.1K
|
1.77K
$228K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-203- 4.18% |
$24.4K - $27.3K
|
4.65K
$598K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
13.9KNew |
$1.67M - $1.86M
|
13.9K
$1.78M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-659- 0.83% |
$79.3K - $88.7K
|
79.1K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-42- 0.24% |
$5.05K - $5.65K
|
17.2K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-70- 2.39% |
$8.42K - $9.42K
|
2.86K
$368K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-44- 1.08% |
$5.29K - $5.92K
|
4.03K
$519K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.99K+ 5.36% |
$961K - $1.07M
|
157K
$20.2M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
402+ 7.8% |
$48.4K - $54.1K
|
5.56K
$715K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.7K- 2.98% |
$1.28M - $1.43M
|
347K
$44.7M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
9.84K+ 103.26% |
$1.18M - $1.33M
|
19.4K
$2.49M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
5+ 0.3% |
$601 - $673
|
1.65K
$213K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-540- 1.29% |
$65K - $72.7K
|
41.2K
$5.3M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.02K+ 6.54% |
$604K - $676K
|
81.8K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
44+ 2.2% |
$5.29K - $5.92K
|
2.05K
$263K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
896New |
$108K - $121K
|
896
$115K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
564+ 2.62% |
$67.8K - $75.9K
|
22.1K
$2.84M
|