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 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
12New |
$1.44K - $1.62K
|
12
$1.66K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.74K- 18.43% |
$329K - $369K
|
12.1K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
330+ 611.11% |
$39.7K - $44.4K
|
384
$53.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-338- 14.32% |
$40.7K - $45.5K
|
2.02K
$280K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
254+ 5.52% |
$30.6K - $34.2K
|
4.85K
$673K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8.54K+ 2.05% |
$1.03M - $1.15M
|
426K
$59M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
411K+ 24.05% |
$49.4M - $55.3M
|
2.12M
$294M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.59KNew |
$432K - $483K
|
3.59K
$498K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
2+ 0.09% |
$241 - $269
|
2.19K
$304K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-601- 3.28% |
$72.3K - $80.9K
|
17.7K
$2.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-55.2K- 2.56% |
$6.64M - $7.43M
|
2.1M
$291M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
196+ 3.41% |
$23.6K - $26.4K
|
5.94K
$824K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
743+ 3.38% |
$89.4K - $100K
|
22.7K
$3.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2K- 15.66% |
$241K - $269K
|
10.8K
$1.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
214+ 7.71% |
$25.7K - $28.8K
|
2.99K
$414K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.48K- 4.0% |
$178K - $199K
|
35.5K
$4.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6+ 0.17% |
$722 - $808
|
3.46K
$480K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
13KNew |
$1.57M - $1.76M
|
13K
$1.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.07K+ 19.95% |
$370K - $414K
|
18.5K
$2.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-17.9K- 12.23% |
$2.15M - $2.41M
|
128K
$17.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
164+ 4.46% |
$19.7K - $22.1K
|
3.85K
$533K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
367New |
$44.1K - $49.4K
|
367
$50.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19K+ 192.39% |
$2.28M - $2.55M
|
28.8K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.85K+ 12.61% |
$222K - $248K
|
16.5K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.46K+ 10.86% |
$175K - $196K
|
14.9K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.21KNew |
$145K - $163K
|
1.21K
$167K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
456New |
$54.9K - $61.4K
|
456
$63.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-30- 2.61% |
$3.61K - $4.04K
|
1.12K
$155K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
85+ 0.31% |
$10.2K - $11.4K
|
27.4K
$3.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2+ 0.07% |
$241 - $269
|
2.74K
$380K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
107K+ 4.61% |
$12.9M - $14.4M
|
2.43M
$337M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
241+ 2.68% |
$29K - $32.4K
|
9.24K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.76K- 8.78% |
$332K - $371K
|
28.7K
$3.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
564+ 18.53% |
$67.8K - $75.9K
|
3.61K
$500K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
2.54K+ 5.25% |
$305K - $341K
|
50.8K
$7.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$120 - $135
|
3.92K
$544K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.68K+ 83.29% |
$202K - $226K
|
3.7K
$513K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.24K+ 39.4% |
$871K - $975K
|
25.6K
$3.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-158- 5.16% |
$19K - $21.3K
|
2.91K
$403K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-245- 1.35% |
$29.5K - $33K
|
17.9K
$2.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
482New |
$58K - $64.9K
|
482
$66.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
41.1KNew |
$4.94M - $5.53M
|
41.1K
$5.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-253- 1.26% |
$30.4K - $34.1K
|
19.8K
$2.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
393+ 0.21% |
$47.3K - $52.9K
|
186K
$25.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-26- 0.45% |
$3.13K - $3.5K
|
5.76K
$798K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
164+ 3.57% |
$19.7K - $22.1K
|
4.76K
$660K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-12.4K- 4.07% |
$1.49M - $1.67M
|
292K
$40.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-876- 5.76% |
$105K - $118K
|
14.3K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.58K+ 46.54% |
$190K - $213K
|
4.98K
$690K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-97- 0.23% |
$11.7K - $13.1K
|
41.5K
$5.75M
|