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 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-787- 1.41% |
$94.7K - $106K
|
55.2K
$7.1M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
4.41K+ 12.12% |
$530K - $593K
|
40.8K
$5.25M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-300- 17.25% |
$36.1K - $40.4K
|
1.44K
$185K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-30- 0.27% |
$3.61K - $4.04K
|
11.1K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-312- 0.39% |
$37.5K - $42K
|
80.2K
$10.3M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
76.2K+ 2.17% |
$9.17M - $10.3M
|
3.59M
$462M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
2.17KNew |
$262K - $293K
|
2.17K
$280K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-764- 0.58% |
$91.9K - $103K
|
131K
$16.9M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
9+ 0.29% |
$1.08K - $1.21K
|
3.1K
$399K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-988- 1.17% |
$119K - $133K
|
83.5K
$10.7M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
16+ 3.26% |
$1.92K - $2.15K
|
507
$65.3K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
46+ 33.09% |
$5.53K - $6.19K
|
185
$23.8K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.19K- 15.28% |
$263K - $295K
|
12.1K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
28.1K+ 21.51% |
$3.38M - $3.78M
|
158K
$20.4M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
11.2K+ 0.62% |
$1.35M - $1.51M
|
1.82M
$234M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.91K+ 63.64% |
$710K - $795K
|
15.2K
$1.95M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-5.3K- 2.16% |
$637K - $713K
|
240K
$30.9M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-85- 0.87% |
$10.2K - $11.4K
|
9.65K
$1.24M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
255+ 11.4% |
$30.7K - $34.3K
|
2.49K
$321K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
637+ 0.49% |
$76.6K - $85.7K
|
132K
$16.9M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
26+ 0.24% |
$3.13K - $3.5K
|
10.7K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-20.1K- 3.93% |
$2.41M - $2.7M
|
490K
$63.1M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
8+ 0.3% |
$962 - $1.08K
|
2.71K
$349K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-18.2K- 16.52% |
$2.19M - $2.45M
|
92.1K
$11.8M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-234- 1.68% |
$28.1K - $31.5K
|
13.7K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-1.1K- 1.98% |
$133K - $148K
|
54.7K
$7.04M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-23- 0.52% |
$2.77K - $3.1K
|
4.4K
$567K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.69K+ 1.78% |
$324K - $362K
|
154K
$19.8M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-145- 1.76% |
$17.4K - $19.5K
|
8.09K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-48- 0.38% |
$5.77K - $6.46K
|
12.6K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
620+ 1.58% |
$74.6K - $83.5K
|
39.9K
$5.13M
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-85- 0.72% |
$10.2K - $11.4K
|
11.8K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-336- 2.06% |
$40.4K - $45.2K
|
16K
$2.06M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.92K- 4.77% |
$351K - $393K
|
58.3K
$7.5M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-763- 2.41% |
$91.8K - $103K
|
30.9K
$3.98M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
53.3K+ 5.41% |
$6.41M - $7.17M
|
1.04M
$134M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.54K+ 9.86% |
$185K - $208K
|
17.2K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-2.11K- 6.5% |
$254K - $284K
|
30.4K
$3.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
25+ 0.65% |
$3.01K - $3.37K
|
3.9K
$502K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
12.4KNew |
$1.5M - $1.67M
|
12.4K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-800- 4.28% |
$96.2K - $108K
|
17.9K
$2.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.21% |
$1.56K - $1.75K
|
6.3K
$811K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.21K- 8.71% |
$868K - $971K
|
75.5K
$9.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.95K- 0.2% |
$235K - $263K
|
987K
$127M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.76KNew |
$211K - $236K
|
1.76K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3.91K+ 4.04% |
$471K - $527K
|
101K
$13M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.45KNew |
$294K - $330K
|
2.45K
$315K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.6K+ 4.51% |
$192K - $215K
|
37K
$4.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
70+ 0.48% |
$8.42K - $9.42K
|
14.7K
$1.89M
|