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 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
209+ 6.18% |
$25.1K - $28.1K
|
3.59K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-463- 0.31% |
$55.7K - $62.3K
|
147K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.46K+ 39.17% |
$296K - $331K
|
8.73K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
769+ 7.8% |
$92.5K - $104K
|
10.6K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
508+ 19.29% |
$61.1K - $68.4K
|
3.14K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.13K+ 12.28% |
$616K - $690K
|
46.8K
$6.32M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-409- 0.95% |
$49.2K - $55.1K
|
42.7K
$5.76M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-370- 1.44% |
$44.5K - $49.8K
|
25.2K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.73K- 24.36% |
$208K - $233K
|
5.38K
$727K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-18- 0.68% |
$2.17K - $2.42K
|
2.64K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.12K+ 0.22% |
$134K - $150K
|
497K
$67.2M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.86K+ 11.42% |
$344K - $384K
|
27.9K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
691+ 32.47% |
$83.1K - $93K
|
2.82K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.88KNew |
$467K - $522K
|
3.88K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-80- 0.94% |
$9.62K - $10.8K
|
8.45K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
59.4K+ 716.93% |
$7.14M - $7.99M
|
67.7K
$9.13M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
7.3KNew |
$878K - $983K
|
7.3K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 0.21% |
$120 - $135
|
470
$63.5K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-60- 3.0% |
$7.22K - $8.08K
|
1.94K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35.5KClosed |
$4.27M - $4.78M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.64K- 3.48% |
$317K - $355K
|
73.2K
$9.88M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-5.17K- 26.0% |
$622K - $696K
|
14.7K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-495- 4.78% |
$59.5K - $66.6K
|
9.86K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.52K- 12.12% |
$544K - $609K
|
32.8K
$4.43M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-175- 7.8% |
$21.1K - $23.6K
|
2.07K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-5.6K- 0.63% |
$674K - $754K
|
878K
$119M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.58K+ 2.79% |
$912K - $1.02M
|
280K
$37.7M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.11K- 3.4% |
$133K - $149K
|
31.5K
$4.25M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.29% |
$120 - $135
|
345
$46.6K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7- 0.11% |
$842 - $942
|
6.5K
$878K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-30- 0.37% |
$3.61K - $4.04K
|
7.99K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-72- 13.0% |
$8.66K - $9.69K
|
482
$65.1K
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
BUY
|
- |
62.5K+ 6.7% |
$7.52M - $8.42M
|
995K
$134M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.42K+ 1.98% |
$291K - $326K
|
125K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
38.5K+ 2.78% |
$4.63M - $5.19M
|
1.42M
$192M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.74K+ 2.1% |
$209K - $234K
|
84.7K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.95K- 1.79% |
$715K - $801K
|
327K
$44.1M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-39.1K- 18.17% |
$4.71M - $5.27M
|
176K
$23.8M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
183K+ 133.16% |
$22M - $24.7M
|
321K
$43.3M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
298+ 6.9% |
$35.8K - $40.1K
|
4.62K
$623K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.5K+ 28.31% |
$1.74M - $1.95M
|
65.6K
$8.86M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
452K+ 29.03% |
$54.3M - $60.8M
|
2.01M
$271M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-954- 2.3% |
$115K - $128K
|
40.6K
$5.48M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.97K+ 5.27% |
$237K - $265K
|
39.4K
$5.31M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 105.7% |
$123K - $137K
|
1.99K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
88+ 1.59% |
$10.6K - $11.8K
|
5.62K
$758K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.7K+ 0.75% |
$205K - $229K
|
229K
$30.9M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.69K- 13.24% |
$204K - $228K
|
11.1K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-286- 14.19% |
$34.4K - $38.5K
|
1.73K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
102+ 0.9% |
$12.3K - $13.7K
|
11.5K
$1.55M
|