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 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-962- 13.85% |
$116K - $129K
|
5.98K
$830K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-8Closed |
$962 - $1.08K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
31+ 0.77% |
$3.73K - $4.17K
|
4.05K
$561K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.14% |
$120 - $135
|
717
$99.4K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
200New |
$24.1K - $26.9K
|
200
$27.7K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
6+ 0.27% |
$722 - $808
|
2.19K
$304K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
44.3K+ 93.71% |
$5.33M - $5.96M
|
91.5K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-562- 0.52% |
$67.6K - $75.6K
|
107K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.68KNew |
$323K - $361K
|
2.68K
$372K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-365- 99.73% |
$43.9K - $49.1K
|
1
$139
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
77New |
$9.26K - $10.4K
|
77
$10.7K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-768- 17.91% |
$92.4K - $103K
|
3.52K
$488K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-9.86K- 5.51% |
$1.19M - $1.33M
|
169K
$23.4M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.9K+ 127.13% |
$1.67M - $1.87M
|
24.8K
$3.44M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
30.4KNew |
$3.66M - $4.09M
|
30.4K
$4.22M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.5K- 5.84% |
$1.26M - $1.41M
|
169K
$23.5M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
897K+ 88.73% |
$108M - $121M
|
1.91M
$265M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
13K+ 12.19% |
$1.57M - $1.76M
|
120K
$16.6M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.13K- 21.9% |
$135K - $151K
|
4.01K
$556K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-123- 2.67% |
$14.8K - $16.6K
|
4.49K
$622K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.11K+ 25.18% |
$134K - $150K
|
5.53K
$766K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
101+ 0.16% |
$12.1K - $13.6K
|
62.1K
$8.61M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-351- 0.74% |
$42.2K - $47.2K
|
47.2K
$6.54M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
710+ 1510.64% |
$85.4K - $95.6K
|
757
$105K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.02K- 1.69% |
$123K - $138K
|
59.4K
$8.24M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
45.9K+ 23.64% |
$5.52M - $6.18M
|
240K
$33.3M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.09KNew |
$973K - $1.09M
|
8.09K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
17.4K+ 72.15% |
$2.09M - $2.34M
|
41.5K
$5.76M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-20.1K- 6.92% |
$2.42M - $2.71M
|
271K
$37.6M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-304- 4.46% |
$36.6K - $40.9K
|
6.51K
$902K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-300- 4.84% |
$36.1K - $40.4K
|
5.9K
$818K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-21.8K- 28.04% |
$2.62M - $2.93M
|
55.9K
$7.74M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.68K+ 54.27% |
$1.04M - $1.17M
|
24.7K
$3.42M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
281+ 3.99% |
$33.8K - $37.8K
|
7.33K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
527+ 5.17% |
$63.4K - $70.9K
|
10.7K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-855- 11.31% |
$103K - $115K
|
6.71K
$930K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
987+ 4.97% |
$119K - $133K
|
20.9K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.15K- 1.18% |
$138K - $155K
|
96.6K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37+ 0.34% |
$4.45K - $4.98K
|
11.1K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4+ 0.02% |
$481 - $538
|
24.6K
$3.42M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.49K+ 39.74% |
$300K - $335K
|
8.76K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-171- 3.73% |
$20.6K - $23K
|
4.41K
$611K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.01K- 8.19% |
$602K - $674K
|
56.1K
$7.78M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-2- 0.02% |
$241 - $269
|
8.99K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.59K- 0.3% |
$192K - $215K
|
528K
$73.2M
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
3+ 0.11% |
$361 - $404
|
2.62K
$364K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75- 1.74% |
$9.02K - $10.1K
|
4.25K
$589K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.64K- 6.94% |
$198K - $221K
|
22K
$3.05M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
121New |
$14.6K - $16.3K
|
121
$16.8K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-32- 1.76% |
$3.85K - $4.31K
|
1.79K
$247K
|