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 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.54KNew |
$666K - $745K
|
5.54K
$747K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.46K+ 21.33% |
$536K - $600K
|
25.3K
$3.42M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.65K- 21.0% |
$439K - $491K
|
13.7K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-157- 8.16% |
$18.9K - $21.1K
|
1.77K
$239K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-203- 4.18% |
$24.4K - $27.3K
|
4.65K
$628K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
13.9KNew |
$1.67M - $1.86M
|
13.9K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-659- 0.83% |
$79.3K - $88.7K
|
79.1K
$10.7M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-42- 0.24% |
$5.05K - $5.65K
|
17.2K
$2.33M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-70- 2.39% |
$8.42K - $9.42K
|
2.86K
$386K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-44- 1.08% |
$5.29K - $5.92K
|
4.03K
$544K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.99K+ 5.36% |
$961K - $1.07M
|
157K
$21.2M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
402+ 7.8% |
$48.4K - $54.1K
|
5.56K
$750K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.7K- 2.98% |
$1.28M - $1.43M
|
347K
$46.9M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
9.84K+ 103.26% |
$1.18M - $1.33M
|
19.4K
$2.62M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
5+ 0.3% |
$601 - $673
|
1.65K
$223K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-540- 1.29% |
$65K - $72.7K
|
41.2K
$5.56M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.02K+ 6.54% |
$604K - $676K
|
81.8K
$11M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
44+ 2.2% |
$5.29K - $5.92K
|
2.05K
$276K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
896New |
$108K - $121K
|
896
$121K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
564+ 2.62% |
$67.8K - $75.9K
|
22.1K
$2.98M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10.1K+ 2.55% |
$1.22M - $1.36M
|
407K
$55M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
284+ 14.91% |
$34.2K - $38.2K
|
2.19K
$296K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.84K- 18.31% |
$822K - $920K
|
30.5K
$4.12M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-100- 5.56% |
$12K - $13.5K
|
1.7K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.1K- 2.51% |
$493K - $552K
|
159K
$21.5M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.35K+ 57.34% |
$283K - $316K
|
6.45K
$871K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2.09KNew |
$252K - $281K
|
2.09K
$282K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
436+ 50.17% |
$52.4K - $58.7K
|
1.31K
$176K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
369+ 8.26% |
$44.4K - $49.7K
|
4.84K
$653K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.6KNew |
$433K - $484K
|
3.6K
$485K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-224- 11.95% |
$26.9K - $30.2K
|
1.65K
$223K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
455+ 1.68% |
$54.7K - $61.2K
|
27.6K
$3.72M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-9.53K- 7.52% |
$1.15M - $1.28M
|
117K
$15.8M
|
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
450+ 4.4% |
$54.1K - $60.6K
|
10.7K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
412New |
$49.6K - $55.5K
|
412
$55.6K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-114- 3.72% |
$13.7K - $15.3K
|
2.95K
$398K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
128+ 2.04% |
$15.4K - $17.2K
|
6.4K
$864K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
853New |
$103K - $115K
|
853
$115K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.25M+ 12.81% |
$150M - $168M
|
11M
$1.49B
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-40- 0.44% |
$4.81K - $5.38K
|
8.95K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.26K+ 12.51% |
$392K - $438K
|
29.3K
$3.95M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.16K+ 29.29% |
$139K - $156K
|
5.11K
$690K
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-342- 2.74% |
$41.1K - $46K
|
12.2K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.02% |
$361 - $404
|
15.5K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
34New |
$4.09K - $4.58K
|
34
$4.59K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6+ 3.68% |
$722 - $808
|
169
$22.8K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-14.3K- 11.49% |
$1.72M - $1.92M
|
110K
$14.8M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
18+ 0.06% |
$2.17K - $2.42K
|
28.9K
$3.9M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
743+ 4.58% |
$89.4K - $100K
|
17K
$2.29M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-4.91K- 35.21% |
$591K - $661K
|
9.03K
$1.22M
|