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 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
23+ 0.87% |
$2.77K - $3.1K
|
2.67K
$347K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-754- 5.58% |
$90.7K - $101K
|
12.8K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5.95K- 39.65% |
$716K - $801K
|
9.06K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5+ 0.13% |
$601 - $673
|
3.71K
$483K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
482+ 23.69% |
$58K - $64.9K
|
2.52K
$328K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-582- 20.53% |
$70K - $78.3K
|
2.25K
$294K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
10.5K+ 587.61% |
$1.26M - $1.41M
|
12.3K
$1.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.8KNew |
$217K - $243K
|
1.8K
$235K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
171+ 2.32% |
$20.6K - $23K
|
7.54K
$982K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 0.83% |
$6.86K - $7.67K
|
6.91K
$900K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-90- 4.02% |
$10.8K - $12.1K
|
2.15K
$280K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.16K+ 3.38% |
$140K - $156K
|
35.5K
$4.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
48New |
$5.77K - $6.46K
|
48
$6.25K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
12.8K+ 109.26% |
$1.54M - $1.73M
|
24.6K
$3.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-507- 1.17% |
$61K - $68.2K
|
42.7K
$5.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
157+ 0.41% |
$18.9K - $21.1K
|
38.3K
$4.99M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-335- 12.24% |
$40.3K - $45.1K
|
2.4K
$313K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-240- 3.15% |
$28.9K - $32.3K
|
7.39K
$963K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
87+ 1.12% |
$10.5K - $11.7K
|
7.86K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
6.52K+ 37.64% |
$784K - $878K
|
23.8K
$3.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-109- 0.39% |
$13.1K - $14.7K
|
28.2K
$3.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-74- 0.14% |
$8.9K - $9.96K
|
53K
$6.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
227+ 17.86% |
$27.3K - $30.6K
|
1.5K
$195K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-852- 1.68% |
$102K - $115K
|
49.7K
$6.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.02K- 9.78% |
$123K - $137K
|
9.4K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-80- 0.53% |
$9.62K - $10.8K
|
15K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.71K+ 65.3% |
$686K - $768K
|
14.4K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
3.9KNew |
$470K - $525K
|
3.9K
$509K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-83- 1.43% |
$9.98K - $11.2K
|
5.73K
$746K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.15% |
$361 - $404
|
1.94K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.7K+ 3.29% |
$1.29M - $1.44M
|
337K
$43.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.4K+ 18.05% |
$2.09M - $2.34M
|
114K
$14.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
27+ 1.67% |
$3.25K - $3.63K
|
1.64K
$214K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-335- 2.42% |
$40.3K - $45.1K
|
13.5K
$1.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-296- 0.85% |
$35.6K - $39.8K
|
34.6K
$4.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-27.3K- 3.49% |
$3.29M - $3.68M
|
757K
$98.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.7KNew |
$806K - $902K
|
6.7K
$873K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
320+ 2.67% |
$38.5K - $43.1K
|
12.3K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
360+ 14.2% |
$43.3K - $48.5K
|
2.9K
$377K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-30- 1.34% |
$3.61K - $4.04K
|
2.22K
$289K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-270- 8.33% |
$32.5K - $36.3K
|
2.97K
$387K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.89KNew |
$348K - $389K
|
2.89K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.3K- 28.2% |
$156K - $175K
|
3.3K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.53K+ 4.44% |
$666K - $745K
|
130K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-84- 0.35% |
$10.1K - $11.3K
|
23.9K
$3.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1K+ 3853.85% |
$121K - $135K
|
1.03K
$134K
|
|
|
Apr 22, 2025
Q1 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
1.22KNew |
$147K - $164K
|
1.22K
$159K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-390- 2.06% |
$46.9K - $52.5K
|
18.5K
$2.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-320- 27.59% |
$38.5K - $43.1K
|
840
$109K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-130- 2.95% |
$15.6K - $17.5K
|
4.28K
$558K
|