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 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
564+ 18.53% |
$67.8K - $75.9K
|
3.61K
$470K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
2.54K+ 5.25% |
$305K - $341K
|
50.8K
$6.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$120 - $135
|
3.92K
$511K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.68K+ 83.29% |
$202K - $226K
|
3.7K
$482K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.24K+ 39.4% |
$871K - $975K
|
25.6K
$3.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-158- 5.16% |
$19K - $21.3K
|
2.91K
$379K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-245- 1.35% |
$29.5K - $33K
|
17.9K
$2.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-536- 17.26% |
$64.5K - $72.1K
|
2.57K
$335K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
482New |
$58K - $64.9K
|
482
$62.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
41.1KNew |
$4.94M - $5.53M
|
41.1K
$5.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-253- 1.26% |
$30.4K - $34.1K
|
19.8K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
393+ 0.21% |
$47.3K - $52.9K
|
186K
$24.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
3.73K+ 63.94% |
$449K - $502K
|
9.56K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-26- 0.45% |
$3.13K - $3.5K
|
5.76K
$750K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
164+ 3.57% |
$19.7K - $22.1K
|
4.76K
$620K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-502- 2.59% |
$60.4K - $67.6K
|
18.8K
$2.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-12.4K- 4.07% |
$1.49M - $1.67M
|
292K
$38M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-876- 5.76% |
$105K - $118K
|
14.3K
$1.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.58K+ 46.54% |
$190K - $213K
|
4.98K
$648K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-97- 0.23% |
$11.7K - $13.1K
|
41.5K
$5.4M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-8.06K- 1.71% |
$969K - $1.08M
|
463K
$60.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-22- 0.02% |
$2.65K - $2.96K
|
145K
$18.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-135- 2.57% |
$16.2K - $18.2K
|
5.13K
$668K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-465- 10.23% |
$55.9K - $62.6K
|
4.08K
$531K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
35+ 0.98% |
$4.21K - $4.71K
|
3.6K
$468K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$241 - $269
|
2.33K
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-200- 3.33% |
$24.1K - $26.9K
|
5.8K
$756K
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
373+ 0.21% |
$44.9K - $50.2K
|
176K
$23M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.52K- 13.62% |
$303K - $339K
|
16K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.79K+ 8.94% |
$216K - $241K
|
21.8K
$2.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2.1K- 9.28% |
$253K - $283K
|
20.6K
$2.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-483- 3.32% |
$58.1K - $65K
|
14.1K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.6K- 12.13% |
$192K - $215K
|
11.6K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
898+ 5.25% |
$108K - $121K
|
18K
$2.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
28+ 1.17% |
$3.37K - $3.77K
|
2.41K
$314K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.04% |
$120 - $135
|
2.35K
$306K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-28- 1.26% |
$3.37K - $3.77K
|
2.2K
$286K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.21KNew |
$507K - $567K
|
4.21K
$549K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-163- 5.49% |
$19.6K - $21.9K
|
2.81K
$366K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-264- 0.65% |
$31.8K - $35.5K
|
40.2K
$5.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
61.3K+ 98.46% |
$7.38M - $8.25M
|
124K
$16.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.13KNew |
$1.1M - $1.23M
|
9.13K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.16K- 3.07% |
$500K - $560K
|
131K
$17.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.02K- 19.02% |
$122K - $137K
|
4.33K
$565K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-415- 1.9% |
$49.9K - $55.9K
|
21.5K
$2.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-243- 4.99% |
$29.2K - $32.7K
|
4.63K
$603K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
39+ 0.45% |
$4.69K - $5.25K
|
8.71K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-163K- 72.19% |
$19.7M - $22M
|
62.9K
$8.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
4.13K+ 149.91% |
$497K - $556K
|
6.89K
$897K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-112- 3.66% |
$13.5K - $15.1K
|
2.95K
$384K
|