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 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
75+ 4.78% |
$9.02K - $10.1K
|
1.65K
$228K
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.02K+ 34.38% |
$243K - $271K
|
7.88K
$1.09M
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-60.6K- 75.98% |
$7.29M - $8.15M
|
19.2K
$2.65M
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
162+ 14.52% |
$19.5K - $21.8K
|
1.28K
$177K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-48.6K- 10.17% |
$5.85M - $6.55M
|
429K
$59.5M
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
16.3K+ 10.82% |
$1.96M - $2.2M
|
167K
$23.2M
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-650- 0.57% |
$78.2K - $87.5K
|
114K
$15.8M
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
504+ 27.42% |
$60.6K - $67.8K
|
2.34K
$325K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
51.4K+ 2.19% |
$6.18M - $6.91M
|
2.4M
$333M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.02K+ 2.0% |
$243K - $272K
|
103K
$14.3M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
17.8K+ 1.69% |
$2.14M - $2.4M
|
1.07M
$148M
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.78K- 1.93% |
$214K - $239K
|
90.5K
$12.5M
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-692- 1.47% |
$83.2K - $93.1K
|
46.3K
$6.42M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.8K- 1.12% |
$217K - $243K
|
160K
$22.2M
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-21- 0.32% |
$2.53K - $2.83K
|
6.6K
$915K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.59K+ 73.6% |
$552K - $618K
|
10.8K
$1.5M
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-14- 0.16% |
$1.68K - $1.88K
|
8.86K
$1.23M
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
87K+ 36.74% |
$10.5M - $11.7M
|
324K
$44.9M
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-520- 4.17% |
$62.6K - $70K
|
11.9K
$1.66M
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
4.89KNew |
$589K - $659K
|
4.89K
$678K
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
485+ 1.38% |
$58.3K - $65.3K
|
35.6K
$4.94M
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
390+ 20.22% |
$46.9K - $52.5K
|
2.32K
$321K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-704K- 33.64% |
$84.7M - $94.8M
|
1.39M
$193M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
77+ 3.16% |
$9.26K - $10.4K
|
2.51K
$348K
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
35.1K+ 4.04% |
$4.22M - $4.72M
|
903K
$125M
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.5K+ 89.36% |
$181K - $202K
|
3.19K
$442K
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
15.7K+ 151.38% |
$1.89M - $2.11M
|
26.1K
$3.61M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
31.5KNew |
$3.79M - $4.24M
|
31.5K
$4.36M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-395- 2.02% |
$47.5K - $53.2K
|
19.1K
$2.65M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.54K+ 5.8% |
$185K - $207K
|
28.1K
$3.9M
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.27K+ 37.95% |
$393K - $440K
|
11.9K
$1.65M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.92K+ 11.39% |
$351K - $393K
|
28.5K
$3.96M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.05% |
$120 - $135
|
2.16K
$300K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-26.6K- 57.42% |
$3.21M - $3.59M
|
19.8K
$2.74M
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-8.59K- 2.54% |
$1.03M - $1.16M
|
330K
$45.7M
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
7+ 0.22% |
$842 - $942
|
3.23K
$447K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.48K+ 13.9% |
$299K - $334K
|
20.3K
$2.82M
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-28.6K- 15.51% |
$3.44M - $3.85M
|
156K
$21.6M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-592- 0.04% |
$71.2K - $79.7K
|
1.36M
$189M
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
959New |
$115K - $129K
|
959
$133K
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1- 0.03% |
$120 - $135
|
3.1K
$430K
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
39+ 9.2% |
$4.69K - $5.25K
|
463
$64.2K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-151- 2.91% |
$18.2K - $20.3K
|
5.03K
$698K
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-273- 1.01% |
$32.8K - $36.7K
|
26.8K
$3.71M
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4+ 0.03% |
$481 - $538
|
12.2K
$1.7M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
503+ 27.35% |
$60.5K - $67.7K
|
2.34K
$325K
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
31New |
$3.73K - $4.17K
|
31
$4.3K
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.98K+ 16.33% |
$599K - $670K
|
35.5K
$4.92M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
65.7K+ 64.01% |
$7.9M - $8.84M
|
168K
$23.3M
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-150- 96.15% |
$18K - $20.2K
|
6
$832
|