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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.37% |
$994 - $1.07K
|
2.19K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-123K- 7.84% |
$15.3M - $16.5M
|
1.45M
$170M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
BUY
|
- |
6+ 0.36% |
$746 - $805
|
1.65K
$193K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-110- 3.47% |
$13.7K - $14.8K
|
3.06K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-3.1K- 3.07% |
$385K - $416K
|
98K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-260- 7.94% |
$32.3K - $34.9K
|
3.02K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
8+ 0.13% |
$994 - $1.07K
|
6.28K
$734K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
864+ 3.44% |
$107K - $116K
|
26K
$3.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
745+ 32.39% |
$92.6K - $99.9K
|
3.05K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.05% |
$124 - $134
|
2.16K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
7.78KNew |
$966K - $1.04M
|
7.78K
$910K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
790+ 4.99% |
$98.2K - $106K
|
16.6K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-206- 4.46% |
$25.6K - $27.6K
|
4.41K
$516K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4.44K+ 9.05% |
$551K - $595K
|
53.4K
$6.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.14K- 2.73% |
$142K - $153K
|
40.6K
$4.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
902+ 17.02% |
$112K - $121K
|
6.2K
$726K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
197+ 0.47% |
$24.5K - $26.4K
|
42K
$4.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.69K- 6.64% |
$1.2M - $1.3M
|
136K
$15.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
32.7KNew |
$4.07M - $4.39M
|
32.7K
$3.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-100- 0.23% |
$12.4K - $13.4K
|
43.9K
$5.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
12.5KNew |
$1.55M - $1.67M
|
12.5K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-54- 1.31% |
$6.71K - $7.24K
|
4.08K
$477K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.71K+ 7.42% |
$461K - $498K
|
53.7K
$6.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-409- 5.7% |
$50.8K - $54.9K
|
6.77K
$792K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
657+ 3.49% |
$81.6K - $88.1K
|
19.5K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
702+ 2.66% |
$87.2K - $94.2K
|
27.1K
$3.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 2.33% |
$272K - $293K
|
96.2K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.6K- 1.66% |
$2.18M - $2.35M
|
1.04M
$122M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
872+ 6.55% |
$108K - $117K
|
14.2K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.02K- 1.87% |
$127K - $137K
|
53.6K
$6.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-546- 36.14% |
$67.8K - $73.2K
|
965
$113K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.8K+ 13.62% |
$2.34M - $2.52M
|
157K
$18.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
188New |
$23.4K - $25.2K
|
188
$22K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.29K- 56.43% |
$408K - $441K
|
2.54K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5+ 0.28% |
$621 - $671
|
1.82K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
113K+ 5505.16% |
$14M - $15.2M
|
115K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
3.96KNew |
$492K - $531K
|
3.96K
$463K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4.1KNew |
$509K - $550K
|
4.1K
$480K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
213+ 1.15% |
$26.5K - $28.6K
|
18.7K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-34- 0.45% |
$4.22K - $4.56K
|
7.51K
$879K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-3.37K- 46.2% |
$419K - $452K
|
3.92K
$459K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-712- 18.86% |
$88.5K - $95.5K
|
3.06K
$359K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-387- 2.94% |
$48.1K - $51.9K
|
12.8K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
383+ 7.03% |
$47.6K - $51.4K
|
5.83K
$682K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.37K- 1.74% |
$792K - $854K
|
361K
$42.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5+ 0.04% |
$621 - $671
|
12.2K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
36+ 1.05% |
$4.47K - $4.83K
|
3.46K
$404K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32.7K- 42.91% |
$4.07M - $4.39M
|
43.6K
$5.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.28K- 19.7% |
$283K - $305K
|
9.28K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
135+ 0.12% |
$16.8K - $18.1K
|
115K
$13.4M
|