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 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 0.83% |
$6.86K - $7.67K
|
6.91K
$933K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-90- 4.02% |
$10.8K - $12.1K
|
2.15K
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.16K+ 3.38% |
$140K - $156K
|
35.5K
$4.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
48New |
$5.77K - $6.46K
|
48
$6.48K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
157+ 0.41% |
$18.9K - $21.1K
|
38.3K
$5.17M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-335- 12.24% |
$40.3K - $45.1K
|
2.4K
$324K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
87+ 1.12% |
$10.5K - $11.7K
|
7.86K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
6.52K+ 37.64% |
$784K - $878K
|
23.8K
$3.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-109- 0.39% |
$13.1K - $14.7K
|
28.2K
$3.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-74- 0.14% |
$8.9K - $9.96K
|
53K
$7.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-852- 1.68% |
$102K - $115K
|
49.7K
$6.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
3.9KNew |
$470K - $525K
|
3.9K
$527K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-83- 1.43% |
$9.98K - $11.2K
|
5.73K
$773K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.15% |
$361 - $404
|
1.94K
$262K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.4K+ 18.05% |
$2.09M - $2.34M
|
114K
$15.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
27+ 1.67% |
$3.25K - $3.63K
|
1.64K
$222K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-335- 2.42% |
$40.3K - $45.1K
|
13.5K
$1.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-296- 0.85% |
$35.6K - $39.8K
|
34.6K
$4.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-27.3K- 3.49% |
$3.29M - $3.68M
|
757K
$102M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.7KNew |
$806K - $902K
|
6.7K
$905K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
320+ 2.67% |
$38.5K - $43.1K
|
12.3K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
360+ 14.2% |
$43.3K - $48.5K
|
2.9K
$391K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-30- 1.34% |
$3.61K - $4.04K
|
2.22K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-270- 8.33% |
$32.5K - $36.3K
|
2.97K
$401K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.89KNew |
$348K - $389K
|
2.89K
$390K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.3K- 28.2% |
$156K - $175K
|
3.3K
$446K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.53K+ 4.44% |
$666K - $745K
|
130K
$17.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-84- 0.35% |
$10.1K - $11.3K
|
23.9K
$3.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
1.22KNew |
$147K - $164K
|
1.22K
$165K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-390- 2.06% |
$46.9K - $52.5K
|
18.5K
$2.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-320- 27.59% |
$38.5K - $43.1K
|
840
$113K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-130- 2.95% |
$15.6K - $17.5K
|
4.28K
$578K
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
112K+ 70.66% |
$13.5M - $15.1M
|
271K
$36.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.9K+ 5.26% |
$3.96M - $4.43M
|
658K
$88.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
193+ 2.44% |
$23.2K - $26K
|
8.1K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
749+ 12.44% |
$90.1K - $101K
|
6.77K
$914K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.55K+ 19.76% |
$306K - $343K
|
15.4K
$2.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
820+ 16.06% |
$98.6K - $110K
|
5.93K
$800K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
191+ 3.59% |
$23K - $25.7K
|
5.51K
$744K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
10K+ 30.96% |
$1.21M - $1.35M
|
42.4K
$5.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-20.4K- 81.17% |
$2.45M - $2.74M
|
4.72K
$638K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
216+ 2.14% |
$26K - $29.1K
|
10.3K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
171New |
$20.6K - $23K
|
171
$23.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
32New |
$3.85K - $4.31K
|
32
$4.32K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
532+ 10.44% |
$64K - $71.6K
|
5.63K
$760K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.26K- 2.3% |
$753K - $842K
|
265K
$35.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
3.32KNew |
$399K - $447K
|
3.32K
$448K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.06K- 6.99% |
$127K - $143K
|
14.1K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
899+ 7.3% |
$108K - $121K
|
13.2K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
578+ 20.41% |
$69.5K - $77.8K
|
3.41K
$460K
|