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 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-231K- 2.19% |
$27.7M - $31M
|
10.3M
$1.33B
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
12.1K+ 121.87% |
$1.46M - $1.63M
|
22K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-59- 2.67% |
$7.1K - $7.94K
|
2.15K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5.27K+ 5.98% |
$634K - $709K
|
93.4K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2+ 0.11% |
$241 - $269
|
1.81K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-988- 0.36% |
$119K - $133K
|
275K
$35.4M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
11.4K+ 16.13% |
$1.37M - $1.53M
|
81.7K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-39.8K- 13.4% |
$4.78M - $5.35M
|
257K
$33.1M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.93KNew |
$232K - $260K
|
1.93K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.22K- 3.89% |
$147K - $164K
|
30.2K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.82K+ 6.61% |
$1.18M - $1.32M
|
158K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.44K- 42.27% |
$294K - $328K
|
3.33K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-695- 13.59% |
$83.6K - $93.5K
|
4.42K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.74K- 0.14% |
$329K - $368K
|
1.89M
$243M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-159K- 12.1% |
$19.2M - $21.5M
|
1.16M
$149M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
15.8K+ 3265.77% |
$1.91M - $2.13M
|
16.3K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
87+ 0.03% |
$10.5K - $11.7K
|
278K
$35.8M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.2K- 1.27% |
$1.71M - $1.91M
|
1.1M
$142M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.32K+ 5.53% |
$159K - $178K
|
25.2K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
43+ 0.26% |
$5.17K - $5.79K
|
16.7K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-175- 2.48% |
$21.1K - $23.6K
|
6.89K
$887K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-33- 0.69% |
$3.97K - $4.44K
|
4.74K
$609K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-1.96K- 30.7% |
$235K - $263K
|
4.42K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
25.1KNew |
$3.02M - $3.38M
|
25.1K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
402+ 1.25% |
$48.4K - $54.1K
|
32.7K
$4.21M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.7K+ 156.26% |
$2.36M - $2.65M
|
32.2K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
950New |
$114K - $128K
|
950
$122K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-26- 34.67% |
$3.13K - $3.5K
|
49
$6.31K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.29% |
$1.08K - $1.21K
|
3.07K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.69KNew |
$203K - $227K
|
1.69K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
41.5K+ 57.51% |
$4.99M - $5.58M
|
114K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-130- 3.88% |
$15.6K - $17.5K
|
3.22K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-28.3K- 93.52% |
$3.4M - $3.81M
|
1.96K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-412- 19.36% |
$49.6K - $55.5K
|
1.72K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
67.6K+ 1078.9% |
$8.13M - $9.09M
|
73.8K
$9.5M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-25.5K- 48.29% |
$3.07M - $3.43M
|
27.3K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-262K- 2.22% |
$31.5M - $35.3M
|
11.5M
$1.49B
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.66K- 1.73% |
$681K - $762K
|
322K
$41.5M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
376K+ 10.19% |
$45.2M - $50.6M
|
4.07M
$523M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.39K- 79.95% |
$1.01M - $1.13M
|
2.1K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-125K- 96.97% |
$15M - $16.8M
|
3.9K
$502K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
1.23K+ 1.36% |
$147K - $165K
|
91.1K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.39K+ 32.4% |
$168K - $187K
|
5.69K
$733K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
14.3KNew |
$1.72M - $1.92M
|
14.3K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
12.4K+ 5.41% |
$1.49M - $1.67M
|
242K
$31.2M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.2K+ 20.37% |
$626K - $700K
|
30.7K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.2K+ 14.05% |
$1.71M - $1.91M
|
115K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
315K+ 3.49% |
$37.8M - $42.3M
|
9.33M
$1.2B
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.64K+ 0.56% |
$437K - $489K
|
650K
$83.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-2.1K- 13.21% |
$253K - $283K
|
13.8K
$1.78M
|